BNP Paribas Asset Management의 글로벌 책임자인 Maya Bhandari는 미국 기술, 일본, 유럽 은행 및 신흥 시장 아시아의 일부 지역을 기업들이 좋은 현금 흐름과 투자 기회를 제공하는 지역으로 보고 있다고 말합니다. “일본은 지난 6, 7개월 동안 우리에게 눈에 띄었습니다. 그것은 지수 수준의 수익이 계속해서 증가하고 있는 몇 안 되는 지역들 중 하나였습니다.”라고 그녀는 말합니다. 반다리는 블룸버그 TV에서 블룸버그의 톰 매켄지와 저스틴 리와 이야기를 나눕니다.
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Maya Bhandari, BNP Paribas Asset Management global head of multi asset, says she sees US tech, Japan, European banks and parts of emerging markets Asia as areas where companies offer good cash flow and investment opportunities. “Japan has stood out to us really for the last six, seven months it has been one of the few areas where earnings at an index level have continued to rise,” she says. Bhandari speaks to Bloomberg’s Tom Mackenzie and Justina Lee on Bloomberg Television.
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