高盛资产管理投资官:日本央行下周或加息 预计韩国股市将是今年表现较好的股市之一

环球市场播报
Jan 17, 2025

  高盛资产管理高管表示,日本央行下周可能加息,日元料将获得支撑。

  高盛资产管理的多资产解决方案联席首席投资官Alexandra Wilson-Elizondo接受媒体采访时表示,该公司保持超配日本股票。

  日本股市的支撑因素包括:乐观的薪资增长以及对消费的提振,企业治理改革对股东更加友好且更加透明。

  预计韩国股市将是今年表现较好的股市之一,其估值非常低廉。唐纳德·特朗普即将重返白宫之际,专注于交易板块,而不是区域。

  预计美国金融业将从特朗普政策、高利率环境、并购活动和高波动性中受益。

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责任编辑:王永生

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