景顺:关税不明朗情况下亚洲投资级别债券表现稳健

美港电讯
09 Apr

【景顺:关税不明朗情况下亚洲投资级别债券表现稳健】金十数据4月9日讯,景顺固定收益可持续及影响力投资组合经理林纯晖认为,关税带来的不明朗因素下,亚洲投资级别债券表现稳健。亚洲债券这一资产类别可提供多元化行业敞口,非金融的行业占指数权重均不超过10%,这在当前环境下是一个优势。从行业角度看,认为专注当地市场而且基本面稳定的亚洲债券发行人的表现会更稳健,并因此带来投资机会。这包括中国科技、传媒和电信(TMT)、澳洲公共事业、印度非银行业金融公司、印度投资级别债券、澳门博彩业、亚洲消费等领域的部分发行人。

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