瑞士宝盛亚洲及中东首席投资官Bhaskar Laxminarayan指,预期今年第四季美联储将降息2次,每次25个基点,并认为美元仍有下行风险,呼吁投资黄金以分散风险。市场方面,Bhaskar Laxminarayan看好欧洲及亚洲市场,当中欧洲的通胀较低,且有经济政策支持,并看好日本、印度及中国市场。 瑞士宝盛中国研究策略师邓启志表示,未来12个月恒指目标26,000点。他认为香港楼市已见底,今年楼价或再跌5%,但明年将止跌并转趋稳定,因预期美国降息利好按揭利率,并见到市场仍存在一定购买力;同时,楼市受经济周期影响,香港经济将跟随内地经济改善。另外,他认为新、旧消费行业中亦有不错的标的。新经济股中有不同行业,如IP产品、茶饮等,投资者需要审慎评估势头的可持续性。
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