具允哲副总理强调需管理房地产过度使用杠杆

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副总理兼财政经济部长官具允哲23日在国会提出需管理房地产市场的过度杠杆使用。这承认了房地产投资确实长期过度依赖杠杆,并特别指出对于非实际居住的房地产需规范此类做法。

具副总理在国会财政经济规划委员会阐述上述观点时表示,为促进房地产与金融的适当联动,计划与金融委员会开展合作。他强调"房地产已不再像过去那样存在巨大预期收益,这已成为普遍共识",指出应将房地产单纯视为居住空间。此举旨在推动人们转变通过房地产获取收益的视角。

他在当天会议中还透露,正就保有税改革听取多方意见。这暗示未来税制改革方向可能保持弹性。关于汇率问题,他表示虽难以提出具体合理汇率水平,但认为汇率因需求过度走低在经济基本面层面并不合理。

他提及在汇率稳定政策中,认识到国民年金资产运作中汇率的重要性具有显著助益,并评价国民年金的新框架是项有效政策。

这一动向预示政府可能为稳定房地产市场采取更积极的干预措施。但政策变化引发的市场反应与实际成效将如何影响长期经济增长,仍有待观察。

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