富瑞研究报告指,对今年香港金融股前景看法正面,因新股市场活跃、结构性跨境资金流动,以及住宅物业市场初步复苏。富瑞预期未来美联储的政策可能令HIBOR正常化,料今年上半年一个月HIBOR将维持于2.5%水平。信贷成本方面,富瑞看法则较为保守,偏好资产负债表较稳健及风险取态较审慎的银行。虽然今年本地楼市初步复苏,但仍未见结构性转势。富瑞相信行业层面的不良贷款高峰期已过,预期与商业房地产相关的不良贷款将...
Source Link富瑞研究报告指,对今年香港金融股前景看法正面,因新股市场活跃、结构性跨境资金流动,以及住宅物业市场初步复苏。富瑞预期未来美联储的政策可能令HIBOR正常化,料今年上半年一个月HIBOR将维持于2.5%水平。信贷成本方面,富瑞看法则较为保守,偏好资产负债表较稳健及风险取态较审慎的银行。虽然今年本地楼市初步复苏,但仍未见结构性转势。富瑞相信行业层面的不良贷款高峰期已过,预期与商业房地产相关的不良贷款将...
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