貝萊德:現在是買入中國股票、削減印度風險敞口之時
【彭博】-- 貝萊德在削減對印度股票的投資,而對中國股票的看法變得更加樂觀,預計明年的政策壓力將會緩解。
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「當前估值至關重要,」貝萊德亞太區主動投資負責人Belinda Boa說。「今年印度的相對表現優異,我們開始獲利了結,並且對中國成長型股票變得更加樂觀。」
印度股市雖取得亮眼表現,但券商評級下調、流動性又可能收緊,再加上規模最大的首次公開募股表現差勁,造成市場人氣惡化。相比之下,投資者越來越相信中國股市可能反彈,對民營企業的整頓之風可能結束。
相關報導:瑞銀全球財富管理:中國科技股在接近拐點
原文標題
BlackRock Says Time to Buy China Stocks, Trim India Exposure (1)
原文標題贝莱德:现在是买入中国股票、削减印度风险敞口之时
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