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【1分鐘投資洞察】看看Q2誰會漲

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Published on Apr 14, 2017

今年以來整體投資能見度更明朗化。從製造業PMI來看,美、歐市場動能續強,新興市場和中國經濟也明顯回升。在景氣回溫的環境下,預期目前「股勝於債」的態勢將再持續一段時間。

由於Fed暗示今年仍有2-3次升息,並於今年底縮減資產負債,但為維持債券市場穩定,步調不會太快;加上美股已充分反映川普政策,並來到歷史高檔,未來恐有回檔風險;反觀股價尚未反應的歐股與新興市場更具潛力,Q2表現機會更大。

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