[新聞] 別瞧不起台股 「新興市場最佳避風港」
1.原文連結(必須檢附):http://goo.gl/Rfh0Un
2.原文內容:據彭博報導,台灣在中國經濟減速引爆的亞洲新興市場風暴中,成最佳避風港,全球基金
本月加碼台股,同時減碼南韓、印度、印尼和泰國股票,本月台股以美元計價上漲0.9%,
表現冠居全亞,同期上海和雅加達股市均跌6%左右。
此外,9月新台幣連同日圓和星元均升值。瑞信(CREDIT SUISSE)、摩根大通(
JPMorgan Chase & Co.)與摩根士丹利(Morgan Stanley)均建議加碼台股,稱台積電(
2330)等台廠受益於美國科技品需求轉強。
紐約BROWN BROTHERS HARRIMAN新興市場策略部主管Win Thin說:「台灣被視為較有能力
應對中國和美國聯準會(Fed)帶來的餘波,儘管台灣成長趨緩,基本面與大多數新興市
場相比仍相對強勁。」
瑞信台北策略師Chung Hsu指出,Fed升息前景拉抬美元,今年來兌24種新興市場貨幣中的
23種走升,而台灣上市公司有75%營收以美元計價,對台股是利多。
3.心得/評論(必需填寫):台灣出運阿 這波漲幅海放韓國
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