股市有新首相效应?/万年船
安华在上周四下午5时后才宣誓成为马来西亚第十任首相,但是股市已经事先劲扬57点,庆祝新政府和新首相的诞生。
这和上一届509改朝换代的情形犹如天渊之别。509希盟大胜之际,市场充满变数,对于终结国阵霸权的第一次“革命”,市场迎来的是起伏不定,先是大跌50点后再反弹75点,最后以起近4点,收市于1850点,充分显示投资者惊喜交错的不确定性。
可这一次却不同,在决定性的周四,市场已经感应到安华胜出,从一早开始起就起舞,到最后收市大起58.6点,一举突破1500点,收于1502.11点,出现了近期少见的大涨。为什么这次市场喜迎希盟执政呢?
原因是希盟的最大对手——国盟的胜利,代表了伊斯兰党的崛起,伊党今次赢获43个国会议席,同时横扫国阵三个州属,让人民担忧我国正一步一步朝向回教国的神权政府。
观看伊党执政多年的吉兰丹,是个生活回教化,投资者回避,远远落后先进州的州属。再看最近执政的吉打州,几乎也将步丹州后尘。如果国家被伊党执政,投资者担心自由市场即将不保,酿酒业大受冲击之余,博彩业几乎避免不了关门大吉。
所以,当国盟有机会执政中央的消息出来以后,这些“罪恶”股项的股价都大跌,股市也酝酿着一场风暴。
安华
罪恶股闻风起舞
当然,国盟主席丹斯里慕尤丁不是激进的回教徒,在他手上,政府或许不至于倾向回教化。但是,伊党一举拿下43席,对比土团只赢得30席,主客已经易位。
土团就算仍然占据主导地位,以慕尤丁的年事以及健康状况,长期要压下伊党并不是容易的事,冷不防给伊党当了首相,市场和人民只怕会对这个国家是否还世俗化大失信心。
这一回希盟固然胜了最多席位,并且在竞争执政之下,成功获得多数政党支持,组成政府,让市场重新恢复信心,故股市和汇市大起,罪恶股闻风起舞。
但是,下一届当越来越多年轻人有资格投票,但这些18岁到30岁以下的选民会倾向伊党和回教法治吗?这将是国内自由市场最大的担忧。
免责声明
本栏纯属学术上或经验上建议,读者若有兴趣投资,应该自行深入研究或询问股票经纪才决定,盈亏自负。我们鼓励通过正确的投资方式创造财富。作者言论不代表《南洋商报》立场。
https://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/%E8%82%A1%E5%B8%82%E6%9C%89%E6%96%B0%E9%A6%96%E7%9B%B8%E6%95%88%E5%BA%94%E4%B8%87%E5%B9%B4%E8%88%B9
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