渣打香港:目前是捕捉亞洲高收益債時機
渣打香港財富管理高級投資策略師林嘉文說,部份內地房企因爲「三條紅線」促使其信貸質素改善,不過很多亞洲高收益債均爲內房債券,亞洲高收益債券收益率飆升,反映市場過份擔心內房債務違約規模,認爲在沒有大規模違約潮前提下,目前是捕捉高收益的時機,投資者若擔心內房債務風險,可以投資在非內地、非內房的亞洲高收益債,這樣同樣可以捕捉高收益。
渣打香港財富管理投資顧問董事趙海珠說,人民銀行希望人民幣匯率穩定,預計第四季也會維持這個取態,雖然預料美元回軟有利其升幅,但由於中國有儲備需求、影響人民幣升幅,因此對人民幣持中性看法,預料未來12個月,人民幣會維持在每6.46兌一美元水平。
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