马克西:许多投资者仍在持币观望。投资者是否应该承担更多风险?
MS. FOX: Well, the train left the station about 3½ years ago. The answer is yes. If they haven't already, they should certainly tiptoe back in. But investors should always have an allocation to equities consistent with their risk tolerance, so it's not a question of jumping in and jumping out.
福克斯:三年半前就应该如此了。答案是肯定的。如果你还没有这样做的话,你肯定应该回过头去做。但投资者应该始终按照自己的风险承受能力,将一定的资金配置在股票中,因此这不是忽进忽出的问题。
MS. MAXEY: Are there particular emerging-markets investments you like? Should investors avoid Europe?
马克西:各位有没有特别青睐的新兴市场投资品种?是否应该避免投资欧洲?
MR. TIGNANELLI: I'm not avoiding Europe. But Asia is clearly my favorite. Almost 50% of our equity assets are focused on Asia. I think small-cap stocks in Japan could be one of the most fascinating buying opportunities I've seen since 1980. When the price gets down to these kinds of levels, it's hard not to be invested in Japan. But China is more interesting─1.2 billion people who don't have refrigerators, air conditioners, cars, and they all want them now.
蒂尼亚内利:我并没有避免投资欧洲,但亚洲市场显然是我的最爱。我们的股票资产有近50%是专注于亚洲的。我认为日本的小型股为人们提供了1980年以来最吸引人的买进机遇之一。当价格降至这样的水平时,很难不对日本进行投资。但中国更让人感兴趣──中国有12亿人,很多人没有电冰箱、空调、汽车,现在都想购买这些东西。
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