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摩通嘉誠:下半年新興市場股市會有更好表現
阿思達克 07-27 12:05
摩根大通嘉誠(JPMorgan Cazenove)發表報告指,在中國經濟放緩、強勢美元及疫苗接種進度等的憂慮消退後,相信下半年新興市場股市會較發達市場有更好的表現。

報告提到,風險回報再次對新興市場股市更爲有利,給予發展中市場股市「增持」的評級,認爲投資者無需要爲中國較早時降準而感到不安,認爲此舉是人行支撐某些行業的針對性做法,不過中國加強監管科技行業所帶來的不確定性則難以消退。

摩通表示,由於巴西疫苗接種進展迅速,預計將帶動經濟強勁反彈,因此看好巴西市場的表現,同時臺灣、印尼及泰國股市亦可看高一線。

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