花旗建議今年增股減債 料恆指年底或上望28,000點
花旗銀行投資策略及環球財富策劃部主管廖嘉豪表示,去年歐美等成熟股票市場表現良好,亞洲股市表現則落後,即使Omicron變種病毒肆虐全球,但今年仍然建議增持股票減持債券。
他指,雖然疫情或阻礙復甦,但其對經濟的影響正在減弱,估計宏觀增長會高過通脹,今年環球經濟料將增長4.2%,其中美國料增長4%、香港增3.8%及中國增4.7%。
廖嘉豪認爲,今年將有數個因素支持股市表現,包括實際利率低企或繼續處於負數、未來兩年企業盈利增長繼續平均有7%,及企業增加回購和派息等。他預期在內地政府換屆可能出臺維穩政策等利好下,今年港股將回升,估計年中恆指或升至26,000點,年底進一步上望28,000點。
另外,花旗銀行財富管理業務高級投資策略師陳正犖提到,該行預料美國聯儲局今年3月有機會首次加息,今年全年或加息四次,並可能於6月宣佈縮表,7月開始行動。而過往1983年至2018年的聯儲局加息週期期間,美股平均回報仍逾6%,對標普500指數今年目標升至5,100點,潛在升幅達中單位數。
他又稱今年主要投資主題包括吸納長期領導者及勢不可擋大趨勢等,看好優質大型股特別是美股、環球派息穩健增長股、環球醫療保健股、清潔能源行業及具顛覆性數碼發展相關股份。
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