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Date Posted: 16:20:25 11/16/06 Thu
Author: No name
Subject: 瑞銀料本港明年初重現負利率

瑞銀料本港明年初重現負利率

[16/11 星期四 18:03]

瑞銀香港研究部主管陸東認為,本港股市並未呈現泡沫。根據過往經驗,股市在出現大幅調整前,貸款增長會加速,但目前本港貸款需求仍然偏弱。他指,本港資金充裕,存款息率有下調壓力,但人民幣升值令本港通脹壓力增大,本港最快在明年第一季進入負利率時期,刺激市民把存款投資在股市及樓市。
他估計,未來一年的企業盈利可錄得超過一成增長,帶動恆指在明年底上升至21700點水平。而本港未來數年的樓宇供應有限,加上兩鐵的地產項目最快09年才可推出市場,均有助帶動樓市上升。但他指,政府的公屋及居屋政策,可能會減低市民購買中小型住宅的意慾,令低價樓的樓價受壓。

Hong Kong Commercial Broadcasting Co. Ltd.Copyright 2006

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