新興市場 / 金磚國家

 
 
 
 Comment:新興市場
2024-12-25 新興市場並非全面飄紅。盡管新興市場的主權和公司美元債券在2024年的收益率約為7%,顯示出一定的市場吸引力,但發展中國家仍面臨諸多挑戰。特朗普當選總統後威脅提高關稅、地緣政治緊張局勢以及通脹持續上揚的跡象,都給新興市場帶來了不小的壓力。盡管如此,一些投資者仍對新興市場持樂觀態度,相信新興市場公司的基本面穩健,將有助於它們在不確定的環境中穩步前行。
 
 

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