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政局虽暂显稳定 马股下半年走势仍缺动力

18-Aug-23 15:00

政局虽暂显稳定 马股下半年走势仍缺动力

仍旧未停火的俄乌战争是当前全球经济和金融市场面临的最大风险之一。由战争导致全球能源价格上涨和通货膨胀对全球经济造成了巨大冲击,外加美联储正积极升息以应对通胀,最终也可能导致经济进一步衰退。在多重夹击下,下半年全球经济成长前景不容乐观,这将如何左右全球股市动向?

把焦点转向大马,好不容易完成了6州选举,投资者期盼我国将迎来更稳定的政局,进而拉拢外资回流马股,但这个现象真的出现了吗?马股下半年的表现又会如何?

今天我们请来 Capital Dynamics 资威副执行长兼执行董事陈曼菱与BFM财今的听众聊一聊。

 

 

Produced by: 李建松

Presented by: 李建松


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