市場觀測站EP41│印度、越南龍鳳雙星亞洲市場潛力大噴發 feat.富蘭克林投顧研究部資深副總經理羅尤美

今年iPhone新機最大特點是「印度製造」第一次上市，是蘋果公司重置全球供應鏈的重要里程碑；而蘋果對手之一的韓國三星，智慧手機主要生產基地落腳越南。印度和越南已成為全球製造走向區域分散的二大首選地點，且從亞洲金融市場來看，除台、日、韓之外，印、越股市是今年以來唯二大盤指數仍維持正報酬的市場，因為法人投資者看的不只是今天的收益，更要追求明日的高倍報酬。 🎙️主持人：工商時報編輯部副主任 #陳碧芬 🎙️來賓：富蘭克林投顧研究部資深副總經理 #羅尤美 🖊本集重點：「中國+1」成顯學外資湧入印度、越南新興市場VS邊境市場產業觀察重點 IMF估越南2024 GDP成長率超過印度你不知道的邊境市場「最大功能」從新興到邊境亞洲市場的合理配置？為何新興市場金融股占比高？ ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀【📧歡迎來信】想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP41│印度、越南龍鳳雙星亞洲市場潛力大噴發 feat.富蘭克林投顧研究部資深副總經理羅尤美

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