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2021-12-02
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Analysts' 2022 outlook for Chinese assets<blockquote>分析师对2022年中国资产的展望</blockquote>
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This makes us believe that now is not yet the right time to go bullish at a broad index level.\"</p><p><blockquote>“2021年，MSCI中国相对于广泛的新兴市场出现了有史以来最严重的相对业绩下降……尽管经历了如此创纪录的表现不佳的一年，但我们仍然看到一些挥之不去的风险偏向于更高的波动性或短期内更多的下行空间。这让我们相信，现在还不是在广泛的指数层面上看涨的合适时机。”</blockquote></p><p> *HSBC</p><p><blockquote>*汇丰银行</blockquote></p><p> \"We think markets have been overzealous in selling Chinese stock... most funds are underweight and as the focus returns to growth in China, we think this market will roar back.\"</p><p><blockquote>“我们认为市场过于热衷于抛售中国股票……大多数基金都是跑输大盘，随着焦点回归中国的增长，我们认为这个市场将会卷土重来。”</blockquote></p><p> ** Credit Suisse</p><p><blockquote>**瑞士信贷</blockquote></p><p> \"Amid the expected relatively friendly policy environment and reasonable liquidity, we remain constructive on China A-share markets, despite the possible negative impact from the expected Fed’s tightening cycle. The Hong Kong stock market is likely to have a bigger impact from overseas macro and market volatilities, while we expect sector rotation could tilt back towards growth.\"</p><p><blockquote>“在预期相对友好的政策环境和合理的流动性下，尽管预期的美联储紧缩周期可能带来负面影响，但我们对中国A股市场保持建设性。香港股市可能会受到海外宏观和市场波动的更大影响，而我们预计板块轮动可能会向增长倾斜。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analysts' 2022 outlook for Chinese assets<blockquote>分析师对2022年中国资产的展望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnalysts' 2022 outlook for Chinese assets<blockquote>分析师对2022年中国资产的展望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-02 13:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investment houses have begun publishing their predictions for Chinese asset prices next year, and after a bruising 12 months in financial markets even bulls have a tempered outlook.</p><p><blockquote>投资机构已经开始发布对明年中国资产价格的预测，在金融市场经历了12个月的痛苦之后，即使是多头也对前景持温和态度。</blockquote></p><p> The Hang Seng equity index(.HSI)has fallen about 13% this year and the MSCI China index(.dMICN00000PUS)has lost about 20% against a 12% rise in world stocks(.MIWD00000PUS).</p><p><blockquote>恒生指数（。HSI）今年下跌了约13%，摩根士丹利资本国际中国指数（。dMICN00000PUS）下跌了约20%，而世界股市（。MIWD00000PUS）上涨了12%。</blockquote></p><p> On Dec. 2, the Hang Seng was at 23,714, MSCI China at 86.733 and the blue-chip CSI300 index(.CSI300)at 4,854.6.</p><p><blockquote>12月2日，恒生指数为23,714点，摩根士丹利资本国际中国指数为86.733点，蓝筹股沪深300指数(.CSI300)为4,854.6点。</blockquote></p><p> Here is a summary of some forecasts for Chinese assets at the end of 2022:<img src=\"https://static.tigerbbs.com/ccba61d60b1059e85821e802d662c18b\" tg-width=\"815\" tg-height=\"139\" width=\"100%\" height=\"auto\">KEY COMMENTS:</p><p><blockquote>以下是对2022年底中国资产的一些预测总结：关键评论：</blockquote></p><p> *GOLDMAN SACHS</p><p><blockquote>*高盛</blockquote></p><p> \"We believe Chinese stocks will have a better year in 2022 as the market recovers from a major correction and transitions into a 'hope' phase, where P/E expansion typically trumps weak fundamental growth and drives strong equity gains.\"</p><p><blockquote>“我们相信，随着市场从重大调整中复苏并过渡到‘希望’阶段，中国股市将在2022年迎来更好的一年，在这一阶段，市盈率扩张通常会超过疲软的基本面增长，并推动股市强劲上涨。”</blockquote></p><p> *MORGAN STANLEY</p><p><blockquote>*摩根士丹利</blockquote></p><p> \"MSCI China has had its worst ever relative performance drawdown vs. broad emerging markets in 2021...despite such a record underperforming year, we still see some lingering risks skewed towards higher volatility or more downside in the near term. This makes us believe that now is not yet the right time to go bullish at a broad index level.\"</p><p><blockquote>“2021年，MSCI中国相对于广泛的新兴市场出现了有史以来最严重的相对业绩下降……尽管经历了如此创纪录的表现不佳的一年，但我们仍然看到一些挥之不去的风险偏向于更高的波动性或短期内更多的下行空间。这让我们相信，现在还不是在广泛的指数层面上看涨的合适时机。”</blockquote></p><p> *HSBC</p><p><blockquote>*汇丰银行</blockquote></p><p> \"We think markets have been overzealous in selling Chinese stock... most funds are underweight and as the focus returns to growth in China, we think this market will roar back.\"</p><p><blockquote>“我们认为市场过于热衷于抛售中国股票……大多数基金都是跑输大盘，随着焦点回归中国的增长，我们认为这个市场将会卷土重来。”</blockquote></p><p> ** Credit Suisse</p><p><blockquote>**瑞士信贷</blockquote></p><p> \"Amid the expected relatively friendly policy environment and reasonable liquidity, we remain constructive on China A-share markets, despite the possible negative impact from the expected Fed’s tightening cycle. The Hong Kong stock market is likely to have a bigger impact from overseas macro and market volatilities, while we expect sector rotation could tilt back towards growth.\"</p><p><blockquote>“在预期相对友好的政策环境和合理的流动性下，尽管预期的美联储紧缩周期可能带来负面影响，但我们对中国A股市场保持建设性。香港股市可能会受到海外宏观和市场波动的更大影响，而我们预计板块轮动可能会向增长倾斜。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/europe/analysts-2022-outlook-chinese-assets-2021-11-17/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://www.reuters.com/markets/europe/analysts-2022-outlook-chinese-assets-2021-11-17/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115361260","content_text":"Investment houses have begun publishing their predictions for Chinese asset prices next year, and after a bruising 12 months in financial markets even bulls have a tempered outlook.\nThe Hang Seng equity index(.HSI)has fallen about 13% this year and the MSCI China index(.dMICN00000PUS)has lost about 20% against a 12% rise in world stocks(.MIWD00000PUS).\nOn Dec. 2, the Hang Seng was at 23,714, MSCI China at 86.733 and the blue-chip CSI300 index(.CSI300)at 4,854.6.\nHere is a summary of some forecasts for Chinese assets at the end of 2022:KEY COMMENTS:\n*GOLDMAN SACHS\n\"We believe Chinese stocks will have a better year in 2022 as the market recovers from a major correction and transitions into a 'hope' phase, where P/E expansion typically trumps weak fundamental growth and drives strong equity gains.\"\n*MORGAN STANLEY\n\"MSCI China has had its worst ever relative performance drawdown vs. broad emerging markets in 2021...despite such a record underperforming year, we still see some lingering risks skewed towards higher volatility or more downside in the near term. This makes us believe that now is not yet the right time to go bullish at a broad index level.\"\n*HSBC\n\"We think markets have been overzealous in selling Chinese stock... most funds are underweight and as the focus returns to growth in China, we think this market will roar back.\"\n** Credit Suisse\n\"Amid the expected relatively friendly policy environment and reasonable liquidity, we remain constructive on China A-share markets, despite the possible negative impact from the expected Fed’s tightening cycle. The Hong Kong stock market is likely to have a bigger impact from overseas macro and market volatilities, while we expect sector rotation could tilt back towards growth.\"","news_type":1,"symbols_score_info":{"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":1096,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/603583034"}
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