<p>【墨爾本】摩根士丹利澳大利亞首席執行官表示，澳大利亞對房地產投資者的税收變化可能會在消費者信心已經受到損害的情況下引發房地產市場下滑。</p>
<p>“如果你看看預算後拍賣成交率和其他各種指標，它們相當令人擔憂，” 理查德·瓦格納在週三（6 月 10 日）表示。“這表明我們將看到房地產市場某些領域面臨下行壓力。”</p>
<p>上個月聯邦預算中宣佈的調整包括減少從房地產投資中扣除損失和抵押貸款利息的能力，以及取消資本利得税折扣。此舉旨在降低首次購房者進入全球最難負擔的住房市場的門檻。</p>
<p>“投資者受到了傷害，” 瓦格納説。“投資者在住宅市場佔 40% 的份額——這必然會對價格產生影響。” 他補充説，預算的影響將在接下來的六個月內顯現。</p>
<p>這些變化恰逢經濟背景嚴峻，包括加息、高通脹、生活成本壓力和燃料成本上升。</p>
<p>“消費者在最近的兩次加息中承受着壓力，” 他説。“消費者信心確實受到了損害。”</p>
<p>西太平洋銀行週二的一項調查顯示，消費者信心已滑入 “深度悲觀” 的領域。</p>
<p>摩根士丹利財富管理澳大利亞首席執行官麗貝卡·希爾表示，預算可能還會導致資金從房地產流向股票。</p>
<p>“澳大利亞的財富是通過房地產行業在幾十年中建立起來的，我們預計將看到從房地產投資轉向潛在的更高增長資產，例如這裏或海外的股市，” 她説。彭博社</p>

<p>摩根士丹利澳大利亞首席執行官理查德·瓦格納警告稱，近期針對房地產投資者的税收變化，包括減少扣除和取消資本利得税折扣，可能會引發房地產市場下滑。這與由於利率上升和通貨膨脹導致的消費者信心受損相吻合。預算旨在幫助首次購房者，但可能會將投資從房地產轉向股市</p>

<p>[MELBOURNE] Tax changes for property investors in Australia could trigger a property market downturn at a time when consumer sentiment is already damaged, according to the chief executive of Morgan Stanley Australia.</p>
<div class="lb-trans"><p>【墨爾本】摩根士丹利澳大利亞首席執行官表示，澳大利亞對房地產投資者的税收變化可能會在消費者信心已經受到損害的情況下引發房地產市場下滑。</p>
</div><p>“If you look at auction clearance rates and various other metrics post-budget, they are quite alarming,” Richard Wagner said on Wednesday (Jun 10). “That would suggest that we will see some downward pressure on certain pockets of the property market.”</p>
<div class="lb-trans"><p>“如果你看看預算後拍賣成交率和其他各種指標，它們相當令人擔憂，” 理查德·瓦格納在週三（6 月 10 日）表示。“這表明我們將看到房地產市場某些領域面臨下行壓力。”</p>
</div><p>The tweaks announced in last month’s federal budget included reducing the ability to deduct losses and mortgage interest from property investments from income and the removal of a capital gains tax discount. The move is designed to lower the barriers for first-time buyers to enter one of the world’s least affordable housing markets.</p>
<div class="lb-trans"><p>上個月聯邦預算中宣佈的調整包括減少從房地產投資中扣除損失和抵押貸款利息的能力，以及取消資本利得税折扣。此舉旨在降低首次購房者進入全球最難負擔的住房市場的門檻。</p>
</div><p>“Investors have been hurt,” Wagner said. “Investors are 40 per cent of the real estate market at the residential level – that’s got to have an impact on prices.” The impact of the budget will play out over the next six months, he added.</p>
<div class="lb-trans"><p>“投資者受到了傷害，” 瓦格納説。“投資者在住宅市場佔 40% 的份額——這必然會對價格產生影響。” 他補充説，預算的影響將在接下來的六個月內顯現。</p>
</div><p>The changes have coincided with a challenging economic backdrop that includes interest rate hikes, elevated inflation, cost-of-living pressures and higher fuel costs.</p>
<div class="lb-trans"><p>這些變化恰逢經濟背景嚴峻，包括加息、高通脹、生活成本壓力和燃料成本上升。</p>
</div><p>“Consumers are under pressure with two rate hikes recently,” he said. “Consumer sentiment is really damaged.”</p>
<div class="lb-trans"><p>“消費者在最近的兩次加息中承受着壓力，” 他説。“消費者信心確實受到了損害。”</p>
</div><p>A Westpac Banking survey on Tuesday showed consumer sentiment slipped into “deeply pessimistic” territory.</p>
<div class="lb-trans"><p>西太平洋銀行週二的一項調查顯示，消費者信心已滑入 “深度悲觀” 的領域。</p>
</div><p>The budget may also lead to money flowing away from real estate and into shares, said Rebecca Hill, CEO of Morgan Stanley Wealth Management Australia.</p>
<div class="lb-trans"><p>摩根士丹利財富管理澳大利亞首席執行官麗貝卡·希爾表示，預算可能還會導致資金從房地產流向股票。</p>
</div><p>“Australian wealth has been built through the property sector over many decades and we are expecting to see a shift from that property investment to potentially more higher growth” assets such as “equity markets here or offshore”, she said. BLOOMBERG</p>
<div class="lb-trans"><p>“澳大利亞的財富是通過房地產行業在幾十年中建立起來的，我們預計將看到從房地產投資轉向潛在的更高增長資產，例如這裏或海外的股市，” 她説。彭博社</p>
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Morgan Stanley Australia CEO warns of weaker property market

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MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

摩根士丹利澳大利亞首席執行官警告稱房地產市場可能走弱