新加坡主權財富基金料中國回報率下降 投資具選擇性
《彭博通訊社》報道,新加坡主權財富基金(GIC)正考慮調整投資組合,以因應中國大範圍的監管整頓措施,雖然看好那些獲北京支持的行業,但承認中國市場的回報率或有所下降。
GIC行政總裁Lim Chow Kiat表示,對中國市場的投資前景仍抱有「建設性」的看法,並將繼續積極參與市場,惟可能會改變其風險敞口,選擇認為將得到政策利好的行業,回避可能與政府政策不一致的行業,另指包括半導體和醫療健保在內的「硬技術」行業將獲得監管支持,但其他行業的增長前景可能被大幅下調。
當被問及GIC是否願意投資中國和中國恆大(03333.HK)債券時,他指會有選擇地投資,但必須經過在中國當地團隊的深入分析。
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