覆巢之下,完卵何在:疫情阴影中的财报季

by | Mar 1, 2020

#澳洲股市 #澳洲特刊

无论您在澳洲的投资组合中是否有上市公司, 对财报季的关注都必不可少——这相当于澳大利亚企业发展的健康检查, 覆盖了各行业的龙头企业在过去半年(或一年)当中的运营表现。在2020年三月报季中,澳洲企业面对着同样的外部冲击: 中美贸易战、英国脱欧为市场带来的不确定性、全球经济增长放缓, 以及全球央行接连放水。而在澳洲内部, 森林大火和近在咫尺的冠状病毒威胁也同样考验着各行业的风险应对能力。

这样的经济环境对各个行业的影响究竟是怎样的呢? 投资者如何在不确定的大环境下制定抗周期的投资策略呢? 本期特刊将为您一一解答。

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