中国为什么隐去外汇买卖数据

据《南华早报》报道，中国人民银行在最新公告中隐去了“外汇买卖”数据。就在评论人士纷纷猜测资本外流是否有可能重创人民币和中国经济之际，出现了这样一个未公开披露的调整。资本外流会造成本币贬值，一大批中国企业都对此感到担心。它们在过去几年中欠下了外币债务，而今则不得不用贬值后的人民币进行偿还。

央行隐去数据的消息之所以重要，是因为资本外流并非直观项目，得通过各种方法来进行分析和计算，其中一种方法就要用到“外汇买卖”这个项目。《南华早报》引述两位分析师的话说，中国人民银行的目的就是要隐去资本持续外流的真实水平。

这不应该让人感到意外。从去年夏天的救市，到设法支撑人民币汇率，无不如此。不过，分析师仍有多种方法来估算中国的资本外流规模，只是央行让这项工作变得难上加难。（财富中文网）

译者：Charlie

校对：詹妮

China’s central bank is making it harder to calculate the size of capital outflows afflicting the economy, just as investors have started paying closer attention to those mounting outflows, which in December reached almost $150 billion and in January around $120 billion.

The central bank omitted data on “position for forex purchase” during its latest report, the South China Morning Post reported today. The unannounced change comes at a time pundits are questioning whether outflows have the potential to cripple China’s currency and economy. Capital outflows lead to a weaker currency, which concerns the hordes of Chinese companies that borrowed debt in foreign currencies over the past few years and now have to pay it back with a weaker yuan.

The news of the central bank withholding data is important because capital outflow figures aren’t released as s. They are calculated by analysts in a variety of ways, one of which includes using the omitted data. The Post quoted two analysts concluding the central bank’s intention was to hide the true amount of continuing outflows.

The impulse to hide bad news shouldn’t come as a surprise. China’s government has been evasive about economic matters from this summer’s stock bailout to its efforts propping up the value of the yuan. Analysts still have a variety of ways to estimate the flows, but the central bank is making it ever more difficult.