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施羅德投資:中國宏觀經濟最快第二季明顯復甦 全年料增長5%
施羅德投資亞洲區多元資產管理總監於學宇表示,中國現已全面重新開放,意味着經濟活動開始恢復,政策重心將轉回促進經濟增長,對中國今年經濟前景抱持正面看法,預期宏觀經濟最快或會在第二季開始展現較明顯的復甦,首季則仍然受到疫情影響而波動。 他指出,待市場切實看到中國經濟出現復甦,股票資產價格表現相信有望進一步受提振,預測中國2023年的經濟增長預測爲5%,建議投資者應審視資產配置,考慮調整股票在投資組合中的比例,從而捕捉投資機遇。 施羅德投資預期部分領域的復甦速度相信會較快,而內循環和消費將是今年推動經濟的關鍵引擎,預料消費開支將在第二季明顯回升,房地產市場距離全面復甦仍要一些時間。 該行持續看好可持續投資或減碳相關產業,包括新能源及電動車上下遊相關企業,相信晶片、半導體產業將繼續獲得國家政策和資金扶持;由於監管轉向,對中國互聯網及科技公司的看法已漸漸從中性趨向正面。
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