You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
星展:上調債券評級至「增持」 看好發達市場債券
星展集團投資總監侯偉建議,投資者選擇60/40投資組合,即將60%資金分配至股票作資本增值,40%分配至債券作收益及減輕潛在風險。他將債券的評級上調至「增持」。 在股票方面,他指出會選擇具強大網路效應的公司,如Alphabet(GOOGL.US) 、Airbnb(ABNB.US)、Visa(V.US);具高轉移成本公司如台積電(TSM.US)、ASML(ASML.US);規模經濟較強如Walmart(WMT.US)、麥當勞(MCD.US) 、Amazon (AMZN.US),他亦推薦具無形資產的公司,如迪士尼(DIS.US) 、星巴克(SBUX.US)、LVMH(LVMUY.US)。他強調,高質素的業務亦是選擇股票時的一個重要考慮因素,建議選擇有良好管理能力並願意追求更好表現的品牌,公司亦需要具備適應能力及有紀律規範。他又推薦中國的股票,認為它們具便宜的估值及國際局勢更為明朗,加上疫情放緩、通關及國家政策亦對內地房地產市場起到支持作用。 他續表示,其資產組合中,發達市場的公司及政府債券分別佔20%和15%;28%為美國股票;另有12%為亞洲(日本除外)股票及6%日本股票;13%屬於另類投資,其中,以私人股票佔最多,為46%,而黃金亦佔16%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account