野村:料資金繼續流入亞洲 拜登上場後中美緊張關係或緩和
野村證券全球宏觀研究主管Rob Subbaraman在電話會議上表示,包括日本及美國等全球已發展國家預期將有更多刺激措施推出,以推動經濟在疫情中復甦,由於西方國家利率保持在低位,估計明年資金會繼續流入亞洲尋找更高收益。而中國料將帶領亞洲新興經濟體在明年復甦,隨著本地需求改善,預料區內的經常賬盈餘將會減少。
野村證券中國首席經濟學家陸挺則認為,美國總統當選人拜登上場後,中美緊張關係或會有所緩和,美國在與中國的關係上可能更傾向採取理性、多邊及較少對抗性的態度。
對於美國禁止該國投資者買賣與中國軍方有聯繫的企業的股份,野村亞太區股票策略師Chetan Seth稱名單上的公司並非騰訊(00700.HK)及阿里巴巴(09988.HK)等的巨企,美國早前作出公布後亦未見有具意義的影響。他指在美上市的中概股很多已在其他地方第二上市,亦有能力在亞洲區上市,相信有關股份的基本面仍在,部分收入有逾20%增長,可吸引非美國投資者收集。
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.