The Business Times
business-time-50
CIO CORNER
·
SUBSCRIBERS

战争与和平：对投资组合的影响

投资者应保留核心投资敞口，并辅以对冲来降低投资组合的波动性

google-preferred-sourceAdd BT as a preferred source
    • 霍尔木兹海峡的关闭已收紧全球石油供应和贸易路线的咽喉。
    • 霍尔木兹海峡的关闭已收紧全球石油供应和贸易路线的咽喉。 图片来源：路透社

    Jean Chia

    Published Tue, Apr 14, 2026 · 04:07 PM

    本文由AI辅助翻译

    查看原文

    四月是“解放日”的一周年纪念，当时美国总统 Donald Trump 威胁要对世界各国征收惩罚性关税。

    然而，自中东冲突爆发以来的油价冲击，在通货膨胀、经济活动和资本流动方面造成的痛苦，比长达一年的关税战更为严重。

    霍尔木兹海峡的关闭已收紧全球石油供应和贸易路线的咽喉。随着上周末美国与伊朗谈判失败后 Trump 宣布进行海上封锁，这一全球能源和贸易关键咽喉点的经济影响将持续存在。

    此翻译对您是否有帮助？

    CIO CornerInvestment portfolios

    TRENDING NOW

    The bungalow's transacted price works out to about S$3,169 psf on the freehold land area of 23,979 sq ft.

    Shanda co-founder sells Tanglin Hill bungalow for S$76 million

    Jumbo Group says its landlord, the National Parks Board, is studying the redevelopment of East Coast Seafood Centre in tandem with longer-term plans for the park.

    Jumbo Seafood to close flagship East Coast Seafood Centre outlet on Sep 30

    China has launched the biggest shake-up of its cross-border tax system in decades, threatening three popular brokers with at least US$330 million of penalties.

    China targets offshore billions in biggest crackdown in decades

    Beyond structural portfolio shifts, the study highlighted paradoxes regarding intergenerational wealth planning and succession.

    Nearly half of Apac’s wealthy expect market crash or correction, plan to rotate to cash: study

    Latest T-bills Treasury Bills Results & Interest NewsLatest SSB Singapore Savings Bonds NewsLatest COE Certificate of Entitlement News
    Latest Johor-Singapore SEZ NewsLatest BTO Build To Order & Sales of Balance NewsLatest STI Straits Times Index NewsLatest SGX Dividends, Share Price NewsLatest Bonds Market NewsLatest Singapore Stocks To Buy NewsLatest Singapore Economy News
    View More