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每月動向

2023年9月基金投資動向

2023年09月06日

印度經濟增長加速,投資者可關注印度股票基金或金磚國家基金

歐美地區持續面臨高通脹威脅,與此同時,中國內地的經濟則面臨著通縮的風險。全球經濟受到這些逆風的影響,各國紛紛推行政策措施以應對挑戰。去年開始,美國實施持續加息政策以壓抑通脹,這一舉措似乎帶來了一定的效果。美國居民消費價格指數(CPI)從去年6月的按年增長9.1%,大幅收窄至7月的3.2%。然而,投資市場卻出現了大幅波動的情況。與此同時,中國內地在解除防疫措施後的經濟復甦未能達到市場預期,內房債務問題更為股市增添了不明朗因素。近期,中國內地相繼推出多項支援經濟、穩定房地產市場和刺激股市等措施,這些措施的影響使得中港股市逐漸呈現穩定的趨勢。

然而,投資者對投資市場仍然存在一定的憂慮。其中包括地緣政治上的俄烏衝突是否會進一步加劇以及中美之間的台海局勢發展。此外,大家還關注著美國新冠病毒變種株BA.2.86的演變,擔心它在秋季可能帶來更大的影響。事實上,世界衛生組織(WHO)已於8月17日將該變種列為「監測中的變種」。

世界投資重心似乎正發生變化,「東升西降」的趨勢越來越明顯,歐美經濟面臨著相當多的經濟和社會問題。金磚國家(BRICS)於八月下旬在南非約翰內斯堡舉行的第15次峰會中正式宣佈擴容決定。阿根廷、埃及、埃塞俄比亞、伊朗、沙地阿拉伯和阿聯酋,分別受邀加入金磚國家合作機制,這些成員資格將於明年1月1日生效,形成一個具有與七大工業國集團(G7)相媲美的全球同盟新勢力。

作為金磚國家之一,印度的經濟發展表現亮眼。印度的採購經理人指數(PMI)持續上升,經濟學家普遍認為印度經濟不可能出現衰退。印度中央統計局(NSO)的數據顯示,印度2023年第一季國內生產總值(GDP)按年增長加快至7.8%,高於去年第四季的6.1%,略高於市場預期的7.7%。印度經濟展現出活力,這也反映在印度股票基金的表現上,年初至今普遍上漲約10%,甚至有些股票基金的漲幅高達近20%;印度孟買30指數(BSESN)年初至今則上漲了約一成。

如果選擇印度股票基金,建議關注基金中分佈較多的工業、消費品、科技、通訊服務和金融行業。如果希望分散投資於不同國家,則可考慮金磚國家組合之基金。

投資者透過基金組合投資,由專業投資經理管理,投資組合可以分佈在不同地區、資產、行業、公司等,有助分散風險。客戶如欲查詢有關基金資訊,歡迎致電致富理財熱線: 2500 9188 聯絡我們。

致富有提供債券、基金一站式投資策略,供客戶選擇。想知道和瞭解更多,請即刻 按此 聯絡我們投資策略專員解答疑難。

WhatsApp : 投資策略專員

更多基金資訊、種類 和 比較:

連結

投資涉及風險,以上建議只作為參考之用。致富在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。以上報告由致富集團研究部的分析員(“此等人士”)所撰寫,此等人士均為香港證監會持牌人士。此外,截至本報告發表當日,此等人士均未於本報告中所推介的股份存有權益。



免責聲明
上述報告由致富證券有限公司(「本公司」)所提供,所載之內容或意見乃根據本公司認為可靠之資料來源來編製,惟本公司並不就此等內容之準確性、完整性及正確性作出明示或默示之保證。上述報告內之所有意見均可在不作另行通知之下作出更改。上述報告的作用純粹為提供資訊,並不應視為對上述報告內提及的任何產品買賣或交易之專業推介、建議、邀請或要約。本公司及其附屬公司、僱員及其家屬及有關人士可於任何時間持有、買賣或以市場認可之方式,包括以代理人或當事人對本報告內提及的任何產品進行投資或買賣。投資附帶風險,投資者需注意投資項目之價值可升亦可跌,而過往之表現亦不一定反映未來之表現。投資者進行投資前請尋求獨立之投資意見。本公司在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。本公司擁有此報告內容之版權,在未獲本公司許可前,不得翻印、分發或發行本報告以作任何用途。

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