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贝莱德:明年为市场过渡期 对香港股票市场抱更谨慎看法
阿思达克 11-26 12:24
贝莱德亚太区主动投资策略部主管Belinda Boa在网上记者会上表示,该行视2021年为市场的过渡期,因为美国总统换届,意味着某些外交政策或对市场的政策支持都可能会出现变化。另外,还看到新冠病毒出现潜在的解决方案,乐见最近传出关於疫苗的正面消息,认为这将会对资产类别产生重大影响。

全球新兴市场股票投资组合经理Nicholas Chui指出,看好亚太区股票的表现,相信踏入明年会看到盈利回复增长,而这观点有三个原因支撑。首先,宽松的货币及财政政策将会在明年持续;第二是经济活动已开始回复至疫情前的水平;第三是疫苗的开发。

他续指,在亚太区市场选股时仍要保持高度的选择性,较看好印度及印尼市场,因为它们受惠於流动性改善及财政刺激措施。另外,亦会增持资讯科技板块,看好半导体及记忆体的大型上游企业,并要避免具有不确定产品周期的下游科技企业。

他特别谈到中国市场,认为中国控制疫情的工作做得很好,而其复苏情况与其他地方相比是领先。他提到,看好的领域包括可再生能源、电动车、消费等。但对於香港市场则抱更谨慎的看法,认为在未来一段时间当地及商业环境将充满挑战。

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