在英国无协议退欧的情况下,英国股市将跑赢欧洲股市

2018-09-27 18:40 来源: 作者:佚名

  德意志银行分析师团队在周四发布的报告中称,如果英国在未达成协议的情况下退出欧盟,英国股市的表现或将强于欧洲其它股市。

  “在英国无协议退欧的情况下,英国股市将跑赢欧洲股市4%,”德银分析师告诉客户,指出英国股市具有防御性,而且“硬退欧”可能导致欧洲股市失去增长动能。

  “我们的分析师预计,硬退欧可能造成2019年欧元区国内生产总值(GDP)成长率从基准预测的1.7%降至1.1%,”分析师在报告中称。

  由于在英国上市企业的收益有65%都来自于英国之外,英镑走软或为这些企业带来财会方面的提振,还可使他们获得相较于欧洲对手的竞争优势。

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