汇丰私银何伟华:对日圆及日本股票维持中性看法 日本国债持偏低比重

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汇丰私人银行及财富管理北亚首席投资总监何伟华表示,于10月的会议上,日本银行将政策利率维持于0.5%的稳定水平。于10月28日,美国总统特朗普与日本首相高市早苗会晤,双方均表现出合作意愿,符合该行认为全球贸易不确定性将会消退,而且投资者应当更加重视市场基本因素的观点。虽然该行未有就加息时间表透露太多新的细节,但该行认为重点在于央行何时上调利率,而非会否加息。该行现时预测,日本银行将于12月的会议上...

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