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宏利投資管理料中國經濟增長續優於環球市場
阿思達克 01-08 11:47
宏利投資管理表示,大中華股市經歷了波動多變的2020年,包括首季受疫情大流行拖累而下挫,其後經濟活動回復穩定並迅速復甦,帶動市場在年底走高。大中華區股票部高級組合經理謝企剛相信,即使在後疫情時代,中國經濟增長將繼續優於環球市場,而投資者可透過審慎的「由下而上」選股策略發掘箇中投資機遇,尤其是科技和消費行業。

他指,大中華股票走進具韌力的增長路,隨著全球繼續致力應對新型冠狀病毒疫情,大中華股票相對未受太大影響,在去年表現優於新興市場、已發展市場和亞洲區市場。憑藉企業盈利增長前景漸趨明朗,加上具有分散投資效益,大中華股票吸引區內和環球投資者資金流入,推動中港台三地市場指數創新高。

此外,中美關係在去年持續緊張。隨著拜登政府即將成立,相信兩國緊張關係仍會維持。因此,該行將持觀望態度,以評估局勢發展。然而,該行認為在今年企業盈利增長預測介乎15%至20%的支持下,兩國關係對中國股票的影響應可妥善受控。

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