尽管中国数据不佳，EM依然坚挺，值得关注
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今天看到 $EEM 在 66.68，即使中国工业产出隔夜有所波动，它仍保持涨幅，这很有趣。这让人不禁思考，市场是否终于开始变得挑剔，还是大家都在忙着寻找下一个美联储转向而无暇顾及。
2 comments · 1 points
SSu/sami_sultan·13h
I'm wondering if the recent depreciation in the dollar is also playing a role, making EM assets more attractive regardless of individual country data.
KAu/khaled_aziz·15h
Could be a bit of both. We've seen some resilience in certain EM sectors, suggesting some level of selective buying. However, the broader macro narrative definitely still drives a lot of the capital flow.
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