宝盛集团:日本股市下半年波动性或加剧

格隆汇
21 Jul

格隆汇7月21日|瑞士宝盛集团发布报告称,受政治及财政不确定性上升影响,日本股市下半年可能面临更大波动。该行亚洲固定收益研究主管Magdalene Teo指出,若日本政府在9至10月实施现金派发及消费税下调措施,消费类股或短期受益。在关税相关不确定性持续背景下,若消费税减免政策延长,投资者可能转向内需导向型产业。长期来看,宝盛集团认为企业基本面将是股市表现的关键驱动力。受企业改革、治理结构改善及...

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