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貝萊德:中概股明年表現有望轉好

貝萊德環球新興市場股票基金經理劉雅進稱,中資股明年表現有望轉好,並稱現時是建倉的合適時間。

劉雅進認爲,中資股經過今年調整後,估值已更爲吸引。具體而言,她看好新能源、碳中和、科技創新、雙循環、高端消費升級及醫療健康等相關投資主題。

美國總統拜登提名鮑威爾於明年2月任期屆滿後續任聯儲局主席。貝萊德亞洲信貸團隊主管賽思(Neeraj Seth)相信,相關任命消息會利好風險資產。他又相信,聯儲局不會改變「收水」的速度及規模。

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