“金磚先生”繼續(xù)看好中國股市
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????你現(xiàn)在把錢投在哪里？ ????我認(rèn)為，歐洲股市由于估值將繼續(xù)有很大吸引力。我相信2013年最有意思的單一股市是日本，因?yàn)樗墓乐嫡娴暮艿?。?dāng)然，很可能日本貨幣管理當(dāng)局的貨幣放松政策還會(huì)比美聯(lián)儲(chǔ)（Fed）更勝一籌。果真如此，未來6個(gè)月日本市場將繼續(xù)有出色表現(xiàn)。還有中國。市場內(nèi)部的漲跌股會(huì)有差別，但總體而言，中國股市2013年的表現(xiàn)會(huì)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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