英杰华投资集团(Aviva Investors)驻新加坡负责股票和固定收益业务的首席执行长帕沙(Tahnoon Pasha)说,有相当大的可能是,如果我们考察这些股市的交易情况,可能会看到大批投资者套现退出。该公司在亚太地区管理着价值60亿美元的资产。
Mr. Pasha says while the solid growth in the economies of Southeast Asia makes those markets look attractive, he is skeptical about whether foreign investors will stay.
帕沙说,虽然东南亚经济体的稳定增长使这些股市看起来很有吸引力,但他对外国投资者是否会留下来表示怀疑。
The region's next challenge may be maintaining investor interest if sentiment toward China improves. In recent months, Mr. Pasha has been reducing exposure to the region and investing more in China as Asia's biggest economy shows signs of improvement.
该地区面临的下一个挑战可能是:如果市场对中国的情绪得以改善,那么这一地区该如何保持投资者的兴趣。最近几个月,帕沙一直在缩小对该地区的风险敞口,并加大对中国的投资。作为亚洲最大的经济体,中国经济已经显示出改善迹象。
Overall, though, Southeast Asia remains attractive to investors, especially as governments spend more on infrastructure in an effort to reverse years of chronic underinvestment. In Thailand, the government has implemented large-scale stimulus spending on reconstruction after last year's deadly floods, while the Philippines has been teaming up with investors to build expressways and other projects.
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