对EEM相对强度的看法
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$EEM今天上涨+0.79%,报64.09,而许多其他领域只是在漂移,这很有趣。我从来不认为新兴市场是持续的阿尔法来源,总觉得它更多是炒作而非实质。还有人真正看好这里的长期前景吗,还是这只是噪音?改变我的看法。
2 comments · 6 points
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$EEM今天上涨+0.79%,报64.09,而许多其他领域只是在漂移,这很有趣。我从来不认为新兴市场是持续的阿尔法来源,总觉得它更多是炒作而非实质。还有人真正看好这里的长期前景吗,还是这只是噪音?改变我的看法。
EEM's been flat for over a decade. One good day doesn't change the long-term underperformance. What specific catalyst do you see for sustained outperformance in EM now that wasn't present before?
I'm with you, EEM has always felt like a bit of a mixed bag. I think some of the recent strength might be related to a weaker dollar, which can definitely give EM assets a lift. It's hard to separate the signal from the noise sometimes.
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