淡馬錫認為目前股市偏貴
http://www.cnbc.com/2017/07/11/singapore-investor-temasek-market-valuations-are-stretched.html本帖最後由 sec2100 於 2017-7-15 21:43 編輯
上述文章中關於中國的部分:
Others were concerned about Temasek's China exposure.
"China is coming down hard on bad or extended credit and investing overseas by their companies, which will impact various stock markets and most importantly gross domestic product growth in certain countries," said Arun Kant, CEO of Leonie Hill Capital.
Nomura recently estimated that China's outstanding non-financial sector debt hit 191.3 trillion yuan ($27.96 trillion), or 251 percent of GDP in the first quarter, up from 158.3 trillion yuan, or 231 percent of GDP, at the end of 2015.
In May, Moody's Investors Service expressed concern that China's effort to support economic growth would spur higher debt levels, and the ratings service downgraded the mainland's sovereign credit rating to A1 from Aa3 while changing its outlook to stable from negative.
To be sure, Temasek's outlook was for continued consumption growth in China, with Chia saying the company was "comfortable" with its mainland investments, expecting they were "well-positioned" to manage credit risks.
The company has bets on China's consumers and tourists, including stakes in Alibaba, JD.com and Ctrip.
後記: 淡馬錫在中國上述三個投資標的中，BABA和JD都在選擇幫所編製的中國五獸中，Ctrip就是攜程網。小弟在2008年曾經買過eztravel的興櫃股票，後來又一天接到公司財務部的電話，說ctrip要收購它們公司，當時我55元買eztravel，70左右被收購，那是我唯一的一次買興櫃公司股票，印象很深。另一次推薦買興櫃股票是推薦我表弟買台灣高鐵，上市後他也賺了一些。
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