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市场透视 Beyond Markets

中国 | 处于监管风暴眼

04 Aug 2021

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中国政府近日不断加强对科技巨头、教育、食物外送服务和房地产等多个行业的监管力度,使相关板块受到巨大整顿,动摇了投资者的信心并导致亚洲股票、债券和货币市场均下跌。我们应该如何解读近期的政策动向?这对投资组合部署意味着什么?本行香港研究部主管及中国策略分析师邓启志(Richard Tang)与亚洲股票专家林君仪(Grace Lam) 将一起讨论在中国股票市场最受投资者关注的问题 –政府对于新经济企业的严厉监管。

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