The market is always in search of a story and its corresponding trade idea. Unfortunately, so far this year, the US, Eurozone and Japan have been rather uncooperative on this matter as their respective central banks and economies stick to prior trends. As a result, investors have turned to China in the hope of securing this year's performance.
市場始終在尋找題材以及相應的交易思路。遺憾的是,今年迄今,美國、歐元區和日本在這方面相當「不配合」,它們各自的經濟和央行政策都延續了之前的趨勢。所以,投資者把目光轉向中國,希望今年取得好業績。
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