2013年10月16日 星期三

Nownews財經新聞: 歷史經驗:Q4進場布局全球消費類股 勝率各季最高

Nownews財經新聞
www.nownews.com 
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歷史經驗:Q4進場布局全球消費類股 勝率各季最高
Oct 17th 2013, 05:25

〔記者楊伶雯╱台北報導〕美債爭議造成近1個月全球股市出現明顯波動,不過,全球消費類股因為有基本需求支撐,加上第4季步入消費旺季,表現仍優於全球股市,復華全球消費基金經理人蓋欣聖表示,不管景氣好壞,總是要消費,加上新興市場持續成長,吸引資金流入,使全球消費類股漲多跌少,具長期投資價值,歷史經驗顯示,第4季進場布局消費類股並持有半年的報酬率平均達6%,為各季最高。

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