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南商卓亮:香港跟随减息机会微 美国明年上半年或再减息
阿思达克 10-31 10:36

南洋商业银行经济及策略研所主管卓亮出席电台节目时表示,美国今次减息是市场预期之内,相信今年已三次减息,12月再减息机会微,但由於美国各行业发展都有放缓迹象,因此估计明年上半年仍有机会再减息。

对於香港跟随减息步伐较慢,他指主要是由於去年美国多次加息,香港也只是跟加八分之一厘,因此相信今次减息机会也不大。他续指,在香港经济最差时最优惠利率市场底部约5厘,即使减0.125%影响也微。

他预期,中美双方贸易谈判细节已商讨得差不多,智利取消下月举行APEC峰会对签署协议影响不大,相信达成初步协议对双方都有利,料中美倾向优先处理经济问题,政治议题另议。

对於政府早前宣布放宽按揭成数,他认为各家银行会自行管理风险,指出中产人士有还款能力,放宽可提升其上车容易程度,又指压力测试可保证风险可控。

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