观点网讯:3月17日,摩根士丹利发表亚太区新兴市场策略报告,预计MSCI中国指数的股本回报率和估值复苏趋势持续,至2027年可追上MSCI新兴市场指数水平。该行指出,尽管面临自上而下的通缩挑战,但料MSCI中国股本回报率的低谷已过去,预计到2026年将达到12%,到2027年将赶上MSCI新兴市场指数的相关股本回报率水平。摩根士丹利认为,随着时间的推移,中国离岸金融市场受宏观经济和通缩的影响越来越...
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