2024年7月29日
 
 
投資新興市場時刻需要權衡,因為新興市場在具有高增長潛力的同時,通常也具有內在不確定因素。近些年讓投資者倍感鼓舞的一個國家是印度。本文將討論印度的機會與風險,以及印度是否仍具有吸引力。
 
 
亞洲信貸基本面維持穩定,供需技術因素對本年至今的成績造成較大影響。另外,在債券供應有限下,新發行溢價日益減少,符合普遍預期。有鑑於此,首源投資亞洲固定投資團隊(首源投資團隊)繼續看好亞洲投資級別信貸,原因是該類資產的整體收益率遠高於5%,故此具備收益吸引力。
 
 

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