“金磚先生”繼續看好中國股市
Stephen Gandel
2013-01-11
“金磚四國”概念的提出者、高盛資產管理董事長吉姆?奧尼爾相信，2013年中國股市將更好。他預測，中國經濟從制造向消費的轉型有望實現軟著陸。同時還相信，2013年，中國股市將和日本、歐洲那些此前表現低迷的股市一起領先于全球股市。
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????你現在把錢投在哪里？ ????我認為，歐洲股市由于估值將繼續有很大吸引力。我相信2013年最有意思的單一股市是日本，因為它的估值真的很低。當然，很可能日本貨幣管理當局的貨幣放松政策還會比美聯儲（Fed）更勝一籌。果真如此，未來6個月日本市場將繼續有出色表現。還有中國。市場內部的漲跌股會有差別，但總體而言，中國股市2013年的表現會好于2012年或2011年。 ???? ????譯者：早稻米 |
????Where are you putting your money? I think European equities continue to be very attractive because of valuation. I find that the single most interesting stock market going into 2013 is Japan because it's really cheap, and of course, it may well be that the monetary authorities decide to out-QE the Fed. If that's the case, the Japanese market will do very well the next six months. And China. The winners and losers internally are going to be different, but in general Chinese equities should have a better 2013 than 2012 or 2011. |
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