You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
渣打刘健恒:失业率短期未见顶 料经济下半年始现好转
阿思达克 01-26 12:04
渣打银行(香港)大中华区高级经济师刘健恒出席记者会时指,疫情持续加上香港失业率短期未见顶等,认为本地经济复苏空间有限,料次季亦难有大改善。他又补充,传统上农历年後招聘情况更有挑战,而在经济疲弱下企业压力增加,不排除新年後受疫情影响较大的行业营运挑战更大,料失业率年中前未必可见顶。

他相信最快到下半年随着欧美经济好转、疫苗开始见效,对香港才会有较直接的提振作用。他指出上半年仍预期美国经济或继续疲弱,欧洲到下半年才有好转,所以从制造业角度来看中小企对外围看法较审慎,他预期改善或会到下半年才出现。

他续指,留意到进出口业利润前景较差,认为是由於原材料价格过去数月升幅明显,加上零部件供应较紧张,船运成本亦有增加,另外人民币升值亦令出口商成本增加,利润有收窄压力。

在中美关系方面,刘健恒指仍需要时间观察拜登上台後对中国的政策会如何转变,整体而言料中美关系难有大改变,留意到在公开场合美国对中国态度仍相对强硬,认为不要太快看低中美磨擦的发展,但期望双方关系的可预测性会比特朗普政府高,这样营商的确定性自然可增加。

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.
uSMART
Wealth Growth Made Easy
Open Account