원문에서 자동 번역됨 · 원문 읽기 (English)
Seems like everyone's still bearish on EM, convinced it's a value trap even with some commodities, like $SI up over 6% today, flashing green. I'm wondering if the narrative about an extended US downturn forcing capital back into EM is just that – a narrative – or if there's actually a basis for a contrarian play here. Feel free to tell me I'm nuts.
It's definitely an interesting thought. I wonder if the 'narrative' aspect also ties into how much the market has been anticipating a US downturn versus actually experiencing one significant enough to truly force that capital flow. There's a lot of 'what if' built into current prices.
It's a really interesting thought. I've been wrestling with that idea too. Do you think the commodities uptick is a sign of broader global recovery that would lift EM, or more of a selective demand story for specific resources right now?
Traderforum · 한국어