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  • Here's what we're watching.

    歡迎收看今日節目

  • We're trading under way in London.

    倫敦今日已開始進行交易

  • The second quarter has begun, and investors are still believers in the reflation trade.

    第二季已開始,而投資人仍相信川普的通貨膨脹交易

  • Level equity's firmer while in currency action, the rand is back under pressure.

    南非債信平等越趨穩定,但在貨幣方面,蘭特卻又備受壓力

  • Still, as the calendar flips to April, a host of market moving events confront investors.

    不過,當四月來臨,投資者又會面對一票將影響市場的重大事件

  • These include France's presidential elections, and the opening salvos of the UK's divorce from the EU.

    包含法國的總統大選及英國脫毆的開幕

  • But equity markets reflect the prospect of a sustained recovery in global activity.

    但股市反映出全球活動持續復甦的前景

  • Down playing the risk of central bank policy surprises and the question of whether companies deliver better earnings growth.

    下調中央銀行政策修改的風險,及企業是否能實現更好的盈利增長

  • Above all, investors will remain fixated on the Trump Trade.

    總括一切,投資人仍會專注於川普交易

  • Namely whether the administration can work with congress,

    即行政當局是否能與國會合作

  • and deliver on tax cuts and fiscal stimulus that have boasted US in global equities since November.

    並提供減稅和財政刺激措施,以上兩個政策自十一月以來讓美國的股市持續上升

  • All told investors still have calls to remain positive.

    總而言之,投資人仍保持樂觀

  • But valuations particularly in the US are lofty.

    但估計值仍然很高(尤其在美國)

  • Hence the likelihood that the recent rotation that we've seen inter EM and the Eurozone stocks only accelerates further in the second quarter.

    因此,我們看到的新興市場及歐元區股票之間的輪盤,在第二季加速的可能性非常高

Here's what we're watching.

歡迎收看今日節目

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投資者關注特朗普貿易 (Investors focused on Trump trade)

  • 20 1
    Colleen Jao 發佈於 2021 年 01 月 14 日
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