谷月涵:台股有殖利率優勢 - 股票

By Cara
at 2019-03-21T14:02
at 2019-03-21T14:02
Table of Contents
1.原文連結:
https://udn.com/news/story/7251/3709582
2.原文內容:
谷月涵:台股有殖利率優勢
針對MSCI明晟調高A股權重,「台灣先生」、量化國際策略長谷月涵指出,資金對新興市
場最重要,但外資對於A股的投資興趣沒有很大,原因在於訊息不透明、本益比高、外匯
管制、美中貿易戰以及負債率風險,都會削弱外資流入中國的力道,預期中國A股的權重
增加僅與被動式基金相關。
北威投顧昨(20)日舉行春季論壇,專家們對於美中貿易戰皆認為,短期內不會有結果,
但對陸股表現也不悲觀,至於市場最關心的對台資金排擠效應,也認為影響有限,台股仍
有優勢。
谷月涵指出,被動式基金占所有機構基金投資的60%,預期主動式基金仍會尋找流動性佳
、體質好的公司作為投資標的,尤其台股具有殖利率優勢。
3.心得/評論:
完了大師開示了~~
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