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安本標準投資管理:疫情後復甦帶動亞洲經濟增長 區內債券估值吸引
阿思達克 07-22 17:31
安本標準投資管理亞洲區主權債主管Kenneth Akintewe在網上會議上指,亞洲區經濟轉型反映在資本市場穩定發展上,包括提供更多樣化的投資機會,而現時亞洲區債券在估值和回報率上都較美國債券吸引,投資者可考慮吸納。

安本標準投資管理首席經濟師及研究智庫主管Jeremy Lawson表示,展望未來十年,亞洲地區的增長趨勢將繼續是最高,中國有望最終成為世界上最大的經濟體,可能會在2030年左右發生。 中美方面,他認為,拜登當選美國總統後對華政策在某些方面進一步收緊,認為中美關係較難在短期內明顯改善,預期雙方在氣候領域有合作潛力,但當中亦會面臨對低碳技術方面的競爭。

另外,他提到,去年英國央行要求當地銀行停派息主要考慮到疫情,不會視為是長期政策,而目前全球銀行的資本狀況亦遠好過2008年。安本標準亞洲股票高級投資董事Pruksa Iamthongthong補充指,

匯控(00005.HK)主要收入來自亞洲,特別是香港,而中港抗疫較其他地方好,相信疫情對經濟影響可控,如貸款需求持續有改善,相信匯控未來會增加派息。

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