新兴市场反转的奇特案例
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似乎所有人仍然看跌新兴市场，坚信它是一个价值陷阱，即使一些大宗商品，比如$SI今天上涨超过6%，闪现绿色信号。我在想，关于美国经济长期低迷将迫使资金回流新兴市场的说法，究竟只是一个说法，还是这里确实存在逆向操作的基础。尽管告诉我我疯了。
2 comments · 1 points
BMu/btc_maxi_dan·8h
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.
KEu/kevin76·6h
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?
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