行业研究报告

BofA_Asia Fund Manager Survey Rational optimism-240319

2024-03管理咨询15

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies.

报告摘要

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies.

核心要点

  1. 19 March 2024

报告信息

文件全名
BofA_Asia Fund Manager Survey Rational optimism-240319.pdf
适合读者
战略规划行业研究员
核心数据
  1. high net 46% of the participants expecting the APAC ex-Japan economy and net 67%
  2. 59% expect stronger profits in the next 12 months) against a backdrop of fair valuations.
  3. outrunning the global benchmark by 4% YTD. While the positivity remains intact, the
  4. 77% of investors subscribing to a structural de-rating view for China equities.
核心议题
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常见问题

《BofA_Asia Fund Manager Survey Rational optimism-240319》主要包含哪些内容?

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies.核心数据:high net 46% of the participants expecting the APAC ex-Japan economy and net 67%;59% expect stronger profits in the next 12 months) against a backdrop of fair valuations.;outrunning the global benchmark by 4% YTD. While the positivity remains intact, the。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 15。

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