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汇丰私银:明年经济复苏 恒指上望29,970点
阿思达克 12-15 16:41
汇丰私人银行董事总经理及亚洲区首席市场策略师范卓云於网上记者会上表示,预测中国今年全年经济仍将录得2.4%增长,相对环球各国则料倒退。明年中国经济增长料反弹至7.5%,本港亦将受惠,明年经济增长料可达4.3%,今年本港经济则料倒退7.9%。环球经济料今年倒退4.1%,明年增长4.4%。

她表示,现时该行预测是基於新型肺炎疫苗於明年普及,并有效控制疫情,加上环球维持零息政策及推行刺激经济措施。该行明年恒指目标29,970点,国指目标11,950点。

该行看好美股及亚洲股市,包括中国、南韩及新加坡。另外亦看好新兴市场债券,尤其是亚洲债市。该行增持中国债券,其中包括美元及人民币计价债券,料明年总回报率可达11.5%,中国高收益债券回报亦可达10%至15%。

范卓云并指,经济不明朗因素包括疫苗成效、控制疫情进展,及地缘政治等因素,因此投资多元化仍相当重要,该行偏好黄金作为分散投资风险工具,对金价明年底目标1,900美元,亦倾向另类投资如私募股票及信贷基金。

汇丰私人银行董事及北亚首席市场策略师何伟华表示,该行看好结构性增长板块,包括网上消费、科技及电讯传媒,另外亦看好医疗保健板块。他又指,反垄断法对科网行业正面,因有助行业厘清监管要求,短期而言则或对行业表现造成波动。

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