East Capital投资组合经理弗朗索瓦•佩兰(Francois Perrin)表示,深市之外的三家巨头——阿里巴巴、腾讯和中国移动(China Mobile)——占MSCI中国指数(MSCI China Index)中“新的中国”权重的一半以上。
Until mainland shares are included in MSCI indices that dominance will not change. However, opening Shenzhen to direct trading for foreign investors will make it easier for those who don’t track the index so closely to go off-piste and find other ways to bet on China.
在内地股市被纳入MSCI指数之前,这种主导局面不会发生变化。然而,深市交易直接对外国投资者开放,将使得那些并不密切追踪MSCI指数的投资者更容易另辟蹊径,找到押注中国的其他方式。
They will have to rootle about: the average market cap in the southern city is half that of Shanghai, meaning there are far more mid- and small-caps to consider.
他们将不得不仔细寻宝:深市公司的平均市值只有沪市的一半,这意味着有更多的中小盘股可以考虑。
Both markets are dominated by retail investors, whose preference for fast-moving smaller stocks has helped push valuations higher in Shenzhen.
沪深两市都以散户投资者为主,他们对快速涨跌的小盘股的偏爱推高了深市股票的估值。
Taking a wait-and-see approach to a pricey rollercoaster market is understandable. And any view less than outright bearish on China still requires guts in the current environment.
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