國壽(02628.HK):留意到內地股市估值相當高 已作相應配置
國壽(02628.HK)投資管理中心負責人張滌於記者會上表示,公司對中國股票市場長期向好的看法不變,主要由到宏觀經濟因素向好支持,加上資本市場向完善,例如引入註冊制;投資者結構亦有改善,機構投資者佔比提升,投資者成熟度亦提升。本地人及外資對中國股市亦有資產配置需要。
她指,留意到過去兩年中國股市已累積一定升幅,估值相當高,公司去年底已預見相關情況,並已作出相應安排。
至於債券方面,她指去年4月債息見新底,公司已把握機遇作出配置,亦留意到信用債風險。
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