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淡马锡将续加大对美国投资 无惧贸易争端加剧
阿思达克 11-21 15:41

据新加坡《海峡时报》报道,即使贸易纠纷加剧,该国主权基金淡马锡将继续扩大对美国的投资。淡马锡美国投资兼农业投资主管John Vaske昨日(20日)在当地一个论坛举行前称,淡马锡相当一部分的可动用资金已投放至美国相关交易。被问及中美贸易冲突为全球经济带来不确定性,他回应称,淡马锡投资的长线取态仍然维持。

Vaske表示,在过去三至四年,当淡马锡动用每一美元用作再投资,当中约40%左右流向美国。不论中美未来是否「脱勾」,淡马锡仍会在美国市场寻求增长。淡马锡旗下投资组合约15%投放在北美,当中7%投放在生物科学及农业。

近年淡马锡重大投资胜利及挑战都在於农业及新兴替代食品;其对Impossible Foods的早期投资令该素食汉堡企业有力与上市同业Beyond Meat一较高下。不过,淡马锡对德国拜耳的30亿欧元股权投资面临挫折,源於拜耳早年收购种子及化工生产商孟山都相关的法律诉讼。然而,Vaske称,淡马锡是长线投资者,对入股拜耳仍保持乐观看法,料未来将会得到回报。

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