新闻来源：www.bloomberg.com
原文地址：Nomura Cuts Chinese Stocks to Fund Indonesia, Malaysia Switch
新闻日期：2024-08-26
诺姆拉持股公司的分析师表示，由于美国降息，他们建议投资者减少对中国股票的持仓，并转向印尼和马来西亚。
根据策略家包括谢捷坦在内的报告，他们将印尼和马来西亚股票评级提升至“买入”推荐，从“中性”推荐，部分原因是认为这两个市场将更好地受益于美国降息。
此外，该公司的分析师还将MSCI中国指数的投资建议降至“中性”，从前的“买入”。
原文摘要：
The bank cuts MSCI China call to neutral from overweight. Indonesia will benefit from EM revival as US cuts rates. Investors should pare their Chinese equity holdings and put their money in Indonesia and Malaysia, according to analysts at Nomura Holdings Inc.. They upgraded Malaysian and Indonesian stocks to overweight from neutral, partly on their view that the two markets will benefit more from cuts to U.S. interest rates, according to a note by strategists including Chetan Seth. The analysts cut their recommendations on MSCI China to neutral from overweight..
