论文部分内容阅读
美林集团在目前发布的《全球研究报告》中分析,1999年国际投资资金的选择对象很可能是亚洲。报告称,亚洲股市可能已经超买,但是会通过短期内的上下徘徊,使超买状况得到改善。 美林认为,随着全球经济增长放缓,各地的中央银行纷纷采取降息的手段来遏制经济下滑,国际投资者可能会恢复对新兴市场的兴趣。尽管目前亚洲经济陷入困境,而且还可能继续在困境中挣扎一段时期。这种状况对股市并不一定是坏事。美林认为,在全球新兴市场中,亚洲股市的表现最有可能超过全球其它市场,而拉丁美洲的表现则可能落后于大市。 美林的这份报告称,中国大陆的经济增长可能高于市场预料,中国大陆和日本均在采取财政扩张政策来刺激经济。日本
Merrill Lynch Group in the current release of the “Global Research Report” analysis, in 1999 the object of choice of international investment funds is likely to be in Asia. The report said the Asian stock market may have been overbought, but will be overbought by short-term up and down, overbought situation improved. Merrill Lynch believes that with the global economic slowdown, central banks around the world have taken measures to cut interest rates to curb the economic downturn, international investors may resume interest in emerging markets. Despite the current economic difficulties in Asia, but also may continue to struggle for a period of difficulties. This situation is not necessarily a bad thing for the stock market. Merrill Lynch believes that Asian emerging markets are most likely to outperform the rest of the world in emerging markets, while Latin America may outperform the broader market. Merrill Lynch’s report said that mainland China’s economic growth may be higher than the market expected that both mainland China and Japan are adopting fiscal expansion policies to stimulate the economy. Japan