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贝莱德唱好明年亚洲电讯股
阿思达克 12-05 14:41

贝莱德(BlackRock)全球新兴市场股票负责人Andrew Swan在2020年展望报告中提到,亚洲电讯股将成为明年的投资机遇。

他称,预计印度、新加坡及中国电讯股回报将跑赢大市,因此已购入多年未有沾手的电讯股,目前在贝莱德亚洲股票投资组合中电讯股的占比为高单位数。

他续指,由於宏观经济持续疲软,企业盈利有下行风险,在这种环境下电讯股能够抵御价格竞争或受惠於5G项目显着增长。

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