亞太市場 and European market

九月 18, 2012
Joe Chan

亞太市場

 

亞洲股市昨日造好,但升勢明顯較上週五為弱。投資者情緒仍然受惠美國上週末宣佈的量化寬鬆措施而向好。不過,於週五升市後,有部分獲利盤出現,而且歐洲央行及聯儲局的進取措施出台後,亞洲地區在短期內推出寬鬆政策的可能性亦降低。再者,南韓百貨公司銷售較預期為弱,8月份按年下跌6.9%

 

中國股市全日下跌,並以最低位收市,因聯儲局上週四推出第三輪量化寬鬆措施,以及於週末內地一連串抗議日本的示威和局勢緊張,市場憂慮中國將推遲寬鬆政策。

 

印度股市昨日造好,因總理辛格批准海外零售商可持有當地超市連銷店51%權益,亦提高海外航空公司可擁有當地航空公司的股權比立。

 

即使增長放緩,但由於通脹居高不下,印度央行維持基準利率於8%。不過,當局將準備金率由4.75%下調至4.50%,藉以改善流動性狀況。當地其他政策亦取得正面進展,其中政府於過去數日加快改革步伐,儘管當局仍然需要更為積極。


European Market

 

European markets took a breather yesterday after rallying to a 15 month high on the Fed’s decision to launch a third round of quantitative easing last week. Concerns over a Chinese slow down also dampened investor appetite for European equities.

 

The German ZEW economic sentiment indicator is expected to have improved from -25.5 in August to -20 in September. The ZEW is a survey around 300 German analysts and institutional investors and so tends to be influenced by changes in financial markets’ risk appetite. With the world’s two major central banks, the US Federal Reserve and ECB having announced asset purchase programmes in September, some improvement in confidence is expected. Indeed, there is a chance the ZEW improves more sharply than the consensus expects.


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