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除日本外的亚洲股票(本文简称亚洲股票)作为一个资产类别在过去十年收益和价格表现不佳,导致投资预期低,投资者兴致不高。利率上升,相对欧美经济重启较迟,资产负债表上现金充裕都为亚洲股票提供了摆脱现状的良好路径。持续的供应链多元化和脱碳周期让投资者看到了中期增长的可能性。以目前的估值,我们认为是时候可以重估亚洲股票投资
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是时候投资中国了吗?2022年07月
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2022年10月
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