【又一外资巨头宣布加仓中国资产】金十数据11月20日讯,富达国际的基金经理George Efstathopoulos在最新的讲话中表示,他上周对中国A股进行了新的押注。现在中国股票的仓位已经回到“3%—3.5%”的水平。目前Efstathopoulos管理的资产规模接近30亿美元(约合人民币217亿元)。Efstathopoulos表示,他看好中国的财政刺激政策能够支撑经济温和增长,同时国内股票面对地缘问题的“免疫力更强”,中盘股将会更多地受益于刺激措施,中证500指数可能会成为最大赢家。面对特朗普即将重回白宫的不确定性,他认为,中国可能会有足够的“政策火力”来应对,会采取必要措施确保国内经济增长处于合适水平。
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