貝萊克料環球市場持續波動 料中國可實現5%經濟增長
貝萊克亞太區主動投資策略部主管、新興市場首席投資總監貝琳達(Belinda Boa)表示,美國總統特朗普的政策一直主導著環球市場發展,且由於市場不確定因素較多,因此預期將持續波動。另外,地緣政治分裂加劇,以色列與伊朗之間停火的可持續性亦為環球帶來不確定因素。
該行大中華區首席投資策略師陸文杰表示,中國的支持政策足以支持經濟增長。迄今為止,許多政策都集中在消費者補貼、貿易計劃等方面,這些政策確實對整體消費提供了支持,而房地產投資的拖累也被中國的強勁投資所抵銷。因此,他認為中國今年有望實現5%的實際增長。不過,他認為國內消費者和投資者的整體信心仍然低迷,財富效應亦不顯著。
至於香港市場,陸文杰提到今年的IPO活動非常活躍,且南向資金流入強勁,因此香港市場是一個投資亮點。
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