看好亚洲货币：
① 预计亚洲货币兑美元在2021年首季的升幅更为显著，明年首季短年期亚洲债券/利率和高收益债券亦应有出色表现，主要受疫苗的积极发展、美联储和欧洲央行可能的进一步刺激以及拜登刺激政策的支持；
② 2021年下半年，市场可能开始反映货币政策正常化。随着亚洲国家的经常帐和国际收支正常化，以本土货币计价的债务水平上升，将凸显出个别亚洲货币的脆弱性；料印尼卢比和泰铢的表现将落后于其他亚洲货币
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