汇丰环球资管料美联储最快本月减息
汇丰环球投资管理亚洲信贷研究主管梅立中出席记者会时表示,预期美国联储局第三季开始减息,最快本月开始,到2020年底前料将减息100点子。
他认为人民币汇价中期将维持稳定,而内地今年将以经济增长为着眼点,有助改善流动性及融资市场,加上重启各种境内融资渠道,以及引入信贷风险管理及流动性工具,均有利於短期内规避潜在的系统违约风险,该行预计内地政府将推出额外的财政及货币刺激政策,以应对市场不确定性,从而进一步降低境内融资利率。
而亚太区投资总监及环球策略总监马浩德则指出,该行较看好新兴市场及亚洲市场表现,认为港股市场与亚洲市场一样有潜在上行空间,因为估值吸引、经济增长较快,以及企业盈利增长强劲,料港股会随着市场气氛及基本面好转而追上。
在股市方面他较看好周期性板块,认为相关股份被低估,过往投资者关注环球经济走势,为保障自己选择购买具防守性的股份如电讯股、医药股及医疗健康板块等,但他认为相关板块估值已十分贵,对其防守性存疑,故将留意具周期性的板块如金融股、非必须消费品及汽车行业等。
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