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麥樸思 / 墨比爾斯 / 莫比烏斯 / Mark Mobius / 新興市場之父

 Executive Chairman of Templeton Emerging Markets Group

 
 
 
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2024-11-10 三周到四周前,這位87歲的「新興市場教父」對中國股票轉樂觀。認為政府推出系列措施支撐房地產行業,隧道盡頭的曙光已現。麥樸思資本伙伴聯合創始人麥樸思在媒體圓桌會上做出上述論斷。
 
2024-12-01 大陸推出重磅「組合拳」救市後,大陸及香港股市大漲,有「新興市場之父」之稱的麥樸思相信,在刺激措施下,大陸股市重新煥發生機,但強調短期的樂觀心理要轉化成可持續的牛市,還需要更多改革。
 
2024-12-01 麥樸思新興市場基金主席馬克·麥樸思在談及中美貿易戰時說,政客可以限制貿易,但沒辦法控制通脹。中國制造成本較低,中國企業可以快速調整供給鏈,美國和歐洲都需要進口中國產品。貿易戰限制低成本產品進口,當地通脹就會上揚,這並不明智。
 
 

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