花旗看好中國股市
花旗稱更加看好中國股市,並將港股評級上調至增持。該行包括羅伯特·巴克蘭在內的策略師在一份報告中寫道:“即使在其他主要經濟體急劇放緩的情況下,中國仍可能提供一個有吸引力的由國內驅動的復甦故事。”
據瞭解,香港基準指數在今年大部分時間都是全球表現最差的指數之一,但最近幾周卻迅速進入牛市。同時,上證綜指在測試了17年的支撐位後,出現了180度大轉彎。

據悉,花旗於7月7日將MSCI中國指數的亞洲模式配置上調至增持。自那以來,該指數已累計下跌22%。除了其他配置調整外,該行策略師將中國臺灣和韓國的評級分別下調爲中性和減持,並稱這兩個地區的收益都將出現收縮。
此外,在東南亞,花旗將馬來西亞的評級上調至增持,將印尼的評級下調至中性,並稱前者“GDP增長強勁,估值合理”。儘管馬來西亞最近結束的選舉建立了該國有史以來第一個懸浮議會(Hung Parliament),但市場對該國的樂觀情緒依然存在。
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