格隆汇7月1日|宝盛集团亚洲研究主管Mark Matthews说,美国股市提供了独特的机会,但有选择地分散投资到欧洲、中国和印度,可以获得更好的价值和风险调整后的回报。美国企业板块仍然具有吸引力,并提供独特的价值,尤其是精选的科技股、防御性股票和高股息派息股。在经历了多年的停滞之后,欧洲转向财政宽松,正在支撑企业盈利增长,而中国具有吸引力的估值支持了宝盛对中国股市的建设性看法。印度的转型经济、有利...
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