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Emerging markets 2023-03-04T10:40 財經茄呢啡 對於當前全球新興市場所處的形勢,美銀歐洲、中東和非洲新興市場策略主管DAVID HAUNER認為,新興市場資金此前已經上升了很多,而美國的經濟和貨幣政策在當前依然將對新興市場產生主要影響——要麼是美國的經濟急劇惡化,要麼是聯儲局繼續加息。這兩種情況都會在短期內對新興市場造成壓力。
Emerging markets 2023-03-04T10:40 財經茄呢啡 其中大多數新興市場貨幣的風險逆轉趨勢也趨於回軟。在美元反彈的影響下,MSCI新興市場貨幣指數自2月初以來已回軟近2%。但期權定價表明,交易商已開始為一旦聯儲局政策息口見頂,美元將出現長期走軟趨勢做准備。
Emerging markets 2023-03-01T10:37 財經茄呢啡 對於當前全球新興市場所處的形勢,美銀歐洲、中東和非洲新興市場策略主管DAVID HAUNER指出,新興市場資金此前已經上揚了很多,而美國的經濟和貨幣政策在當前依然將對新興市場產生主要影響——要麼是美國的經濟急劇惡化,要麼是fed繼續加息。這兩種情況都會在短期內對新興市場造成壓力。
Emerging markets 2023-03-01T10:37 財經茄呢啡 一些新興市場貨幣似乎承受住了壓力雖然新興市場貨幣普遍承壓,但某些新興市場貨幣似乎經受住了近期美元的強勢。
Emerging markets 2023-03-01T10:37 財經茄呢啡 亞洲新興市場政府債券指數將出現自去年9月以來的最大單月跌幅,原因是美國國債回報率上揚吸引資產撤離新興市場。
Emerging markets 2023-02-28T09:45 財經茄呢啡 高盛指出,上周亞洲區新興市場有13億美元外資淨流出,為7周以來首次,韓國股市和東盟股市分別有5億和4億美元淨流出。
Emerging markets 2023-02-22T10:43 財經茄呢啡 既要看清發達經濟體集體減速帶來的不利影響,也要看到來自新興市場的積極因素。「新興市場和發展中經濟體觸底反彈,IMF預測今明兩年的經濟增速將小幅回升至4%和4.2%。」張瑜說。
Emerging markets 2023-02-22T10:43 財經茄呢啡 該機構還稱正在賣入中國和其他新興市場的股票,由於中國強勁重啟、新興市場息口周期見頂以及美元普遍走軟,其更青睞於新興市場而不是美國的股票。
Emerging markets 2023-02-22T10:43 財經茄呢啡 中國優化疫情防控措施帶來的外溢效應正同步提振亞洲、新興市場的經濟前景,外部資產正不斷流入亞洲及新興市場。
Emerging markets 2023-02-18T10:39 財經茄呢啡 新興市場將迎來更有利的前景,新興市場股票價位將開始回升。從戰術角度來看,新興市場資金將直接和間接地受益於經濟增加前景改善、大宗商品價位走高,以及因貨幣走強和利率下降而獲得改善的金融狀況。其他新興市場與中國經濟表現相連,隨著中國消費復蘇,其他新興經濟體的商品與服務的需求都受到提振,能源等大宗商品的需求將復蘇。
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