瑞银:中国进一步开放市场 有助外国投资者分散投资组合
瑞银研究部亚太区主管Damien Horth在记者会上表示,中国近年逐步开放其金融市场,包括推行沪深港通等措施,而A股早前亦获纳入MSCI,相信中国政府明白开放市场带来的好处。
他指,中国为全球第二大经济体,经济增长仍高且市场改革持续,认为内地投资机会多,其进一步开放金融市场,将有助外国投资者分散固定资产及股票的投资组合。
Damien Horth又提到,内地股票市场有不少独特的投资机会,其中健康护理的投资机会非常深,有关资产投资在H股市场难寻,科技板块的投资范围亦相当广泛。而内地经济增长虽然有所放缓,但相信政府仍有工具及弹性管理人民币汇率,不认为人民币会再见重大贬值。
另外,他称瑞银已在内地成立合资公司多年,对政府放松对外资投资的规管感兴奋。而内地金融服务过度依赖於银行业,相信放松规管有助内地金融服务业分散风险。
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