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日經濟復甦 非核心消費與金融類股最能受惠
Aug 20th 2013, 13:31

先機（Old Mutual）日本股票基金經理人何尹恩指出，日本經濟復甦，非核心消費與金融類股最能受惠，主要是因為隨著經濟復甦，消費者信心與經濟活動也都改善。

不過，日股並非全面看好。何尹恩仍維持減碼原物料與核心消費類股，因為這些產業未來將持續面臨挑戰。

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