野村:料资金继续流入亚洲 拜登上场後中美紧张关系或缓和
野村证券全球宏观研究主管Rob Subbaraman在电话会议上表示,包括日本及美国等全球已发展国家预期将有更多刺激措施推出,以推动经济在疫情中复苏,由於西方国家利率保持在低位,估计明年资金会继续流入亚洲寻找更高收益。而中国料将带领亚洲新兴经济体在明年复苏,随着本地需求改善,预料区内的经常账盈余将会减少。
野村证券中国首席经济学家陆挺则认为,美国总统当选人拜登上场後,中美紧张关系或会有所缓和,美国在与中国的关系上可能更倾向采取理性、多边及较少对抗性的态度。
对於美国禁止该国投资者买卖与中国军方有联系的企业的股份,野村亚太区股票策略师Chetan Seth称名单上的公司并非腾讯(00700.HK)及阿里巴巴(09988.HK)等的巨企,美国早前作出公布後亦未见有具意义的影响。他指在美上市的中概股很多已在其他地方第二上市,亦有能力在亚洲区上市,相信有关股份的基本面仍在,部分收入有逾20%增长,可吸引非美国投资者收集。
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