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市场透视 Beyond Markets

宏观 | 欧美的通胀

06 Jul 2021

Description

瑞士宝盛投资咨询部大中华市场(香港)主管周淑玲女士 (Pat Chau) 与香港区研究部主管邓启志(Richard Tang)一同讲解瑞士宝盛年头的主题“控制疫情,恢复经济”。尽管疫情仍在全球范围内肆虐,但我们仍对短期内(即2021年)金融市场持积极态度。投资者同样会发现2021年比2020年更易于把控-只要投资者坚持战略性资产配置,我们认为,中国上升至核心资产类别地位、生命科学领域及清洁能源等结构性主题应得到特别体现。

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