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安盛投资管理料中央推多项刺激政策 为下半年增长反弹创造条件
阿思达克 05-26 16:02
安盛投资管理高级新兴亚洲高级经济师姚远在发布会上表示,中国经济在疫情期间共经历了三个阶段,包括「暴跌」、「供应正常化」及「需求复苏」。然而,由於全球经济崩溃及国内劳动力市场恶化令消费受压,「需求复苏」一直困难。要消除这些不利因素将需要采取比现时更强而有力的宽松政策,料中央政府会出台多项刺激政策,为下半年的增长反弹创造条件。若未能实现这目标,经济低迷将有可能延续,而病毒的不确定性及中美贸易紧张局势等都是今年中国经济面临的风险。

高级股票基金经理Simon Weston则指,亚洲试图从疫情影响中恢复过来,惟这次疫情仍继续对经济和社会造成冲击。从投资角度来看,疫情加速了几项现有趋势,包括中美地缘政治紧张和竞争加剧、本土化与全球化的对垒,特别是在科技方面、供应链布局重塑,以及亚洲作为不断增长的股票收益来源。

同时,疫情很大程度上推动一些结构性投资主题,例如电子商务的角色愈趋重要;融入科技於现今工作和生活模式的重要性;私人和公共医疗支出(包括保险)不断增加;增加投资於自动化和机器人技术;更加注重食品安全和保障;在金融科技上进一步迈向「无现金社会」;然而亦有部分板块遭受打击,特别是旅游业。

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