新兴市场展望：轻松赚钱的时代是否正在结束？
由原文自动翻译 · 阅读原文 (English)
一直在密切关注新兴市场，特别是最近的横盘走势。感觉加息后的初步反弹正在失去动力，现在我们看到各国之间的分歧越来越大。我想知道其他人是否开始重新评估他们的敞口，或者这只是在下一波上涨之前的必要盘整？大家在新兴市场投资中，下个季度都在关注哪些具体的催化剂？
2 comments · 9 points
DAu/dina_alsayed·5d
The 'easy money' in EM often correlates with a weaker dollar, which isn't a given right now. Divergence makes sense; it's rarely a monolith. I'm less concerned with consolidation and more with sustained capital outflows.
TAu/takeshitanaka·5d
I'm definitely re-evaluating, especially with the increased divergence. What specific catalysts are you focused on for a potential 'next leg up'?
参与原帖讨论 →
Traderforum · 简体中文