
花旗银行(C.N)国际业务负责人表示,随着全球供应链重组,一些亚洲经济体的公司对美国的投资预计将继续攀升,支出将分阶段增加。
Investments by some companies from Asian economies in the United States are set to keep climbing amid a global supply-chain shake-up, Citi's (C.N) international chief said, with spending expected to build in stages.
“这些公司拥有大量投资能力。我认为,来自韩国、台湾和日本公司的投资可能将继续,”负责花旗银行北美以外全球业务的恩内斯托·托雷斯·坎图表示,该业务覆盖180多个国家和地区。
"These companies have a lot of capacity to invest. I think that investments from the South Koreans, Taiwanese, and Japanese firms is likely to continue," said Ernesto Torres Cantu, who heads Citi's global business outside of North America, across more than 180 countries and jurisdictions.
全球公司对美国的投资量很大,对北美的入境业务呈现“两位数增长”,坎图在香港接受路透社采访时表示。
There is a lot of investment from global companies into the United States, with "double-digit growth in the inbound business into North America", Cantu told Reuters in Hong Kong.
花旗银行和摩根大通正在为与东京5500亿美元对美投资承诺相关的日本项目提供融资,而白宫最近公布了首尔3500亿美元战略方案的首批资金。
Citi and JPMorgan are financing Japanese projects tied to Tokyo's $550 billion U.S. investment pledge, while the White House recently unveiled the initial tranche of Seoul's $350 billion strategic package.
坎图表示,对美国项目的投资往往会随时间累积,他将公司的资本支出比作多阶段制造产能爬坡,从购买土地到建厂再到日常运营。“所以,它只会不断上升。”
Investments in U.S.-bound projects tend to compound over time, Cantu said, comparing a company's capital expenditure to a multi-stage manufacturing ramp-up, from buying land to building a factory and running daily operations. "So, it just keeps going up."
坎图表示,大型跨国公司在地缘政治冲击中表现出韧性,并“调整得异常迅速”。
Large multinationals are showing resiliency amid geopolitical shocks, and are "adjusting exceptionally fast", Cantu said.
他表示,虽然关税仍是一个因素,但海湾战争可能产生更大影响,迫使许多公司重新调整其贸易流和供应链。
While tariffs remain a factor, he said the Gulf War may be having a bigger impact, which is forcing many companies to rework their trade flows and supply chains.
他指出,这要求银行在不断变化的市场环境中,为客户持续执行支付、贸易融资和交易结算。
That requires the bank to keep executing payments, trade finance and transaction settlements for clients across changing market environments, he noted.
尽管花旗银行今年第三季度总收入增长8%,但其提供现金管理、支付、贸易融资以及向企业、金融机构和政府提供流动性的服务业务表现更佳,收入增长15%。
While Citi's overall revenue rose by 8% in the third quarter of this year, its services business, which provides cash management, payments, trade finance as well as liquidity to corporations, financial institutions, and governments outperformed with a 15% increase in revenue.
Cantu 还预计,涉及亚洲的其他跨境走廊的货物流量将继续上升,其中中国和印度是两个最活跃走廊的核心。
Cantu also expects flows through other cross-border corridors involving Asia to keep rising, with China and India at the centre of two of the most active ones.
他表示,英国与印度的贸易在关税削减后“显著增长”。Cantu 预计,欧盟与印度的自由贸易协定将在2027年生效,并将带来“许多商业机会”。
Trade between Britain and India is "growing significantly" after the tariff cuts, he said. Cantu expects the European Union's free trade agreement with India, which takes effect in 2027, to bring "a lot of business opportunities" too.
他说:“我们看到从中国向世界其他地区的业务扩张仍在持续增长,”并补充称,过去两年,中国向世界其他地区的流量“显著”增长,年增幅超过20%。
"We see business expansion from China to the rest of the world continuing to grow," he said, adding that flows from China to the rest of the world have expanded "significantly," by more than 20% a year for the past two years.
在中国,花旗银行最近获批设立全资证券业务部门,计划利用其庞大的公司银行客户群,进一步拓展为本地和国际公司提供的在岸证券业务,Cantu 说。
In China, Citi, which recently won approval to set up a wholly owned securities unit, plans to draw on its large corporate banking client base as it seeks more of the onshore securities business serving both local and international companies, according to Cantu.