桥水CIO:香港在泛亚证券化角色重要

智通财经网
20 Nov 2024

智通财经APP获悉,美国桥水投资公司联席首席投资官鲍勃·普林斯在香港金融峰会上表示,从商业角度来看,香港在泛亚洲地区前景非常广阔,虽然亚洲各地的资本市场不断扩张,惟各地证券化程度非常低,但香港则有潜力在其中扮演非常重要的角色,且大湾区概念亦很好。

被问及特朗普将重返白宫将如何影响美国经济及市场,他指出,市场具备不确定性,而特朗普似乎刻意想引起不确定性。虽然其政策有利企业生意,但料令通胀有重临风险,并会影响年半后美联储主席人选,他亦指出,特朗普政府不想息口回落,而市场则于早期预期息口下跌,会较为有利股市。对于曾经在中国市场投资获利,他表示,投资策略注重投资平衡,会关注不同市场的宏观经济情况及流动性。

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