摩根士丹利表亚太区金融行业报告,区内GDP增长放缓和美国利率的不确定性使该行对产业的看法保持一致,即仍看好股东总回报较高的新加坡及香港的银行股,但对于对新兴市场东盟区内的银行股看法不太正面。该行料亚太区银行今年第二季前景将由宏观事件所主导,对于东盟银行而言,争论可能围绕利率的影响(不确定的走势使投资者专注于防御性股票),以及任何潜在关税的影响可能会对中国内地产生直接影响(并进而影响香港),以及对...
Source Link摩根士丹利表亚太区金融行业报告,区内GDP增长放缓和美国利率的不确定性使该行对产业的看法保持一致,即仍看好股东总回报较高的新加坡及香港的银行股,但对于对新兴市场东盟区内的银行股看法不太正面。该行料亚太区银行今年第二季前景将由宏观事件所主导,对于东盟银行而言,争论可能围绕利率的影响(不确定的走势使投资者专注于防御性股票),以及任何潜在关税的影响可能会对中国内地产生直接影响(并进而影响香港),以及对...
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