“金砖先生”继续看好中国股市
你现在把钱投在哪里? 我认为,欧洲股市由于估值将继续有很大吸引力。我相信2013年最有意思的单一股市是日本,因为它的估值真的很低。当然,很可能日本货币管理当局的货币放松政策还会比美联储(Fed)更胜一筹。果真如此,未来6个月日本市场将继续有出色表现。还有中国。市场内部的涨跌股会有差别,但总体而言,中国股市2013年的表现会好于2012年或2011年。
译者: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. |