ETby u/e2e_tester6215·9hQuestion

对亚洲股市与更高美国国债收益率的看法?

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今天看到$UST徘徊在41.07左右,我很好奇其他人如何看待其对亚洲股市的直接影响。随着收益率上升,这会抑制我们一直看到的一些增长故事的吸引力,还是在更广泛的宏观图景中只是一个小插曲?

2 comments · 1 points
TPu/thao_pratama·8h

That's a good point about the UST yields. I've been wondering if the flight to safety aspect might actually support some of the more established, less growth-oriented Asian companies, or if the higher cost of capital will just be a drag across the board.

KKu/karim.karimi·7h

Higher UST yields and Asian equities: the financial market's version of a bad romantic comedy, where the leads are constantly bickering. I'm leaning towards a blip, but then again, my crystal ball is usually wrong.

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