英国资管公司Eurizon:预计中国股市年底前涨10%

环球市场播报
Apr 14

  据总部在伦敦的资产管理公司Eurizon SLJ Capital称,由于支持性政策推动经济增长且估值仍偏低,中国股市预计在年底前上涨10%。 

  该公司首席执行官Stephen Jen与经济学家兼投资组合经理Joana Freire周一在一份报告中写道,监管政策提振了市场信心,为企业获利增长5%至10%奠定了基础。房地产供给收缩、需求回升,同时家庭庞大的储蓄也为股市提供新的动能。

  该报告指出,今年很可能标志着中国房地产市场触底,以及企业因出口带动而出现盈利大幅增长的一年。

  Eurizon预计,中东冲突若结束,将为中国股市带来额外动力。

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