瑞银:中国跑赢的风险高于其跑输的风险,维持超配中资股

格隆汇
03 Mar

格隆汇3月3日|尽管MSCI中国指数在过去一年累计涨逾三成,但投行瑞银称,中国跑赢的风险高于跑输的风险,维持超配中资股,并认为市场充分反映中国会面临的关键地缘政治风险。瑞银全球新兴市场股票首席策略师Sunil Tirumalai表示,“美国优先投资政策”可能是特朗普对中国市场影响最大的行动,即美国养老金和捐赠基金可能被要求停止投资某些中国股票,然该行预计,投资于中国市场、注册地非美国的 资产管理 ...

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