{"id":2404,"date":"2024-10-03T02:17:01","date_gmt":"2024-10-02T18:17:01","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=2404"},"modified":"2024-10-03T02:17:01","modified_gmt":"2024-10-02T18:17:01","slug":"eurizons-jen-%e4%b8%ad%e5%9b%bd%e8%82%a1%e5%b8%82%e5%8f%af%e8%83%bd%e8%bf%8e%e6%9d%a5%e4%b8%a5%e8%82%83%e5%8f%8d%e5%bc%b9%ef%bc%8c%e9%a2%84%e8%ae%a1%e8%a7%82%e7%82%b9","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=2404","title":{"rendered":"Eurizon’s Jen: \u4e2d\u56fd\u80a1\u5e02\u53ef\u80fd\u8fce\u6765”\u4e25\u8083\u53cd\u5f39”\uff0c\u9884\u8ba1\u89c2\u70b9"},"content":{"rendered":"

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\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>\u2018Serious Rally\u2019 in Chinese Stocks Possible, Says Eurizon\u2019s Jen<\/a>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-29
\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n

Investors should extend the recent stimulus-fuelled gains in Chinese equities and the yuan as well as the decline in the country\u2019s bonds, according to  of Eurizon SLJ Capital.\u201cInvestors are so underweight everything Chinese, and  are extremely undervalued that a serious rally is entirely possible,\u201d Jen, Eurizon SLJ\u2019s London-based chief executive officer, said in a report to clients on Friday.Jen, who said  that Chinese companies may be enticed to sell a $1 trillion pile of dollar-denominated assets as the US cuts interest rates, follows investors including billionaire  in expressing  on China after its government introduced sweeping stimulus measures.The policy-easing blitz lifted the index last week to its biggest gain since 2008, yet 19% of respondents to Bank of America Corp.\u2019s September survey of global fund managers said \u201cshorting Chinese stocks\u201d was one of the most popular trades.With China stepping up at the same time as the  is cutting interest rates, and with oil prices remaining low, risk assets \u201cought to do very well,\u201d Jen said.\u201cAfter the US election, I expect global equities to rally powerfully into year-end,\u201d he added.Jen, the creator of the \u201cdollar smile\u201d theory which posits that the greenback rises when the US economy is either booming or in a deep slump, expects the currency to trade lower against the euro, yen and yuan, as US inflation slows toward zero and the world\u2019s biggest economy \u201csoft lands.\u201d<\/pre>\n
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