花旗料明年中全球股市僅上漲2%
花旗預計,明年中MSCI ACWI全球指數將僅上升2%,因爲目前企業盈利的強勁勢頭正在消退,令央行需要收緊貨幣政策。
花旗稱,企業盈利向上修正應該會在今年下半年對股市帶來支持,但隨着每股盈利勢頭減弱及貨幣政府或有所收緊,明年股市表現或會變得困難。
花旗續指,逢低買入的勢頭仍未結束,目前看好傳統週期性股份以及IT股,同時亦會減持防守性股份。
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