BofA_Asia Fund Manager Survey Rational optimism-240319
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- 📄 文件全名
- 《BofA_Asia Fund Manager Survey Rational optimism-240319.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- high net 46% of the participants expecting the APAC ex-Japan economy and net 67%
- 59% expect stronger profits in the next 12 months) against a backdrop of fair valuations.
- outrunning the global benchmark by 4% YTD. While the positivity remains intact, the
- 77% of investors subscribing to a structural de-rating view for China equities.
- 🏷️ 核心议题
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