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博时基金:对后市持乐观态度

2014年11月13日 08:35    来源： 证券时报网     刘梦
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　　博时基金投资经理刘阳对后市持较乐观的态度，主要考虑到三个方面：

　　第一是根源性因素，本届领导人进行制度性改革，在经济领域表现出大规模、持续性地推动市场运作。核心是国有资产资本化，从根源上提升了经济体的运行效率。

　　第二个因素是“一带一路”的战略，该战略若能持续实施并取得成功，能够把国内巨大的过剩产能和“一带一路”的发展中国家基础设施建设结合在一起，实现双赢。

　　第三方面是相对宽松的货币环境。


（责任编辑： 李乔宇 ）

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