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宏利投资管理料中国经济增长续优於环球市场
阿思达克 01-08 11:47
宏利投资管理表示,大中华股市经历了波动多变的2020年,包括首季受疫情大流行拖累而下挫,其後经济活动回复稳定并迅速复苏,带动市场在年底走高。大中华区股票部高级组合经理谢企刚相信,即使在後疫情时代,中国经济增长将继续优於环球市场,而投资者可透过审慎的「由下而上」选股策略发掘个中投资机遇,尤其是科技和消费行业。

他指,大中华股票走进具韧力的增长路,随着全球继续致力应对新型冠状病毒疫情,大中华股票相对未受太大影响,在去年表现优於新兴市场、已发展市场和亚洲区市场。凭藉企业盈利增长前景渐趋明朗,加上具有分散投资效益,大中华股票吸引区内和环球投资者资金流入,推动中港台三地市场指数创新高。

此外,中美关系在去年持续紧张。随着拜登政府即将成立,相信两国紧张关系仍会维持。因此,该行将持观望态度,以评估局势发展。然而,该行认为在今年企业盈利增长预测介乎15%至20%的支持下,两国关系对中国股票的影响应可妥善受控。

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