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貝萊德:內地防疫措施稍轉明朗 料明年GDP增長預測呈上行空間
阿思達克 12-01 16:33
貝萊德智庫亞太區首席投資策略師龐文博(Ben Powell)表示,對內地何時向外開放仍不明朗,進一步放寬防疫措施無疑令市場鼓舞,預料對內地明年GDP增長預測有上行空間。加上,內地正邁向專注推動經濟增長的發展方向,料能帶動亞洲整體市場經濟增長。 貝萊德安碩亞太投資策略主管Thomas Taw表示,由於內地疫情、地緣局勢等影響因素,令投資者對內地經濟持較為中性的看法,並轉向尋找內地之外的投資機會,如南韓、台灣、印度、印度尼西亞等。 對部分國際企業計劃遷移,龐文博稱,目前確實有少部分正進行當中,料這將會是未來趨勢,但需時進行,由於現時全球供應鏈緊張,加上內地疫情影響,認為部分亞洲小型經濟體能受惠其中。(ca/k) ~
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