景顺:非周期性和结构性趋势成型 欧洲股票值得关注

智通财经网
21 Mar

智通财经APP获悉,景顺亚太区环球市场策略师(日本除外)赵耀庭称,欧洲股指尽管去年涨幅不大,但今年年初至今已录得强劲的相对回报。德国最新公布的计划显示,政策制定者表现出新的意愿,将大幅增加财政支出。这可能会在未来五年内重新振兴欧洲最大的经济体,并带动该地区的其他部分。增长前景改善有望于未来多年推动欧洲股票上涨,推升欧洲主权债券收益率,同时为欧元兑美元汇率提供支撑。随着非周期性和结构性趋势开始形成,...

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