瑞银资管:中美双方在美国大选前达成第一轮协议的做法较为合理
美国总统特朗普昨日(3日)突然表示没有就与中国达成贸易协议设置限期,并扬言或许会在2020年美国总统大选後才达成。瑞银资产管理宏观资产配置策略主管Evan Brown在记者会上表示,相信若果中美贸易谈判未能在明年大选前达成协议,将会对特朗普争取连任构成风险。
他续指出,美国经济实质上不如过去数年般强劲,早年减税的实质支持亦正在消退。若果美方如期在12月15日落实对中国商品加徵关税,对美国的消费而言亦会有沉重的影响。因此从政治角度考量的话,先达成第一轮协议,以让经济有些改善,然後再在大选後才就第二轮协议作商讨会较为合理。另一方面,中国经济亦正在放缓。若最後不能就第一轮协议达成共识,对中美双方来说是双输的局面。
瑞银资产管理亚太区固定收益主管贝斯高(Hayden Briscoe)笑指,由此亦可见第二轮的经济协议在将来要达成具有难度,可能会仔细地在不同板块上作探讨。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.