新兴市场教父:尽管有过几轮短期熊市, 但印度股市正处于五十年涨势中

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英为财情Investing.com -周一,“新兴市场教父”Mark Mobius在接受媒体採访时表示,已经将其新兴市场基金的将近一半资金投资于印度股市和台湾股市。
在採访中,Mark Mobius直言,“尽管有过几轮短期熊市,但长远来看,印度股市正处于长达五十年涨势之中。”
他说,“印度可能正处于中国十年前的状态。”他认为,印度政府统一各邦规则的政策从长远来看是有助于这个国家的。
Mark Mobius对于印度股市的看多观点与摩根士丹利以及野村分析师的观点截然不同。在印度基准指数BSE Sensex较2020年3月低点上涨超过一倍后,这些投行分析师下调了印度股市评级。
据悉,Mark Mobius的新兴市场基金Mobius Emerging Markets Fund将其45%的资金配置在印度股市和台湾股市,其中在科技硬件和软件这两个领域投资最多。
此外,Mark Mobius在採访中也提到了中国股市。他认为,中国股市短暂回调为投资者提供了一些机会。“中国政府已经开始更好地进行监管,试图避免垄断。”他说,“我们正在关注那些从这些变化中收益的中小企业。”
今年以来,新兴市场股市一直落后于发达国家股市。
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