富达国际：亚洲消费者行为转变引发新投资方向

智通财经11-04

智通财经APP获悉，富达国际亚太区投资总监主管Stuart Rumble表示，亚洲各地包括中国内地、中国香港、新加坡及中国台湾的消费者行为正显著转变，部分源于经济不确定性持续及宏观环境充满挑战。多个市场因增长疲弱、市场波动持续、就业稳定性存疑，导致消费模式出现明显转变。一些面向消费者的股票交易估值偏高，引发市场疑问其盈利增长持续性及均值回归可能性。Rumble指出，投资者需分辨短期趋势及结构性转变...

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