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國際資金持續回流亞股
Oct 23rd 2013, 10:37

國際資金持續回流亞股,帶動亞股近期走強,統計國內投信發行基金中,近一個月績效排名前十強,皆由亞洲股票型基金包辦,投資市場分別側重中國、印度、印尼。

美國聯準會決定QE緩退,加上美國先前陷入政治僵局,引發資金再從美元資產流出,其中,身為亞洲國家最大經濟體的中國,景氣持續回升,推升亞洲其他區域經濟成長動力,也增添亞股吸金魅力。

統一新亞洲科技能源基金經理人林子欽表示,亞股投資現階段宜採選股重於選市策略,大陸市場側重在政策推行的環保、4G建設與智慧城市等相關個股,日本則看好以消費內需相關概念股。

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