匯豐私銀料明年底恆指見29,200點
匯豐私人銀行表示,明年對全球股票持中性比重配置,當中美國及英國股市比重偏高,亞洲方面內地、香港及新加坡維持中性,預期恆指今年餘下時間將在現水平整固,明年底可升至29,200點水平,MSCI中國指數達93點,而滬深300指數或升至4,600點。
該行亞洲區首席市場策略師范卓雲在記者會上表示,中美達成首階段協議,令市場情緒及風險資產均有不錯反彈,第三季各國經濟數據見底,相信全球經濟衰退情況改善,但預期未來環球仍保持低增長、低回報及低利率,展望明年環球股市盈利增長約5%,亞洲看高一線,料每股盈利增長可達13%。
她解釋,市場憧憬關稅或再下降,有助投資信心及商業回暖,惟首階段協議只屬初步落實,尚未亞或簽署文件,因此目前仍抱中性態度,未來看好亞洲內需消費、5G研發、教育及醫療保險等投資主題。
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