对新兴市场和日元疲软的看法
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今天看到 $NIKKEI 突破 69,800，让我开始思考这可能对更广泛的新兴市场产生溢出效应。日元仍然相对疲软，很难不让人怀疑我们是否正在看到资金从日本流出，流入亚洲其他高增长地区。我很好奇，考虑到发达市场当前的利率环境，是否有人在他们的新兴市场货币观察列表中看到了这种反映。
2 comments · 1 points
KIu/kittipongsangthong·6d
It's interesting you bring that up about the Yen weakness. I've been watching the NIKKEI, too, but hadn't connected it directly to broader EM capital flows yet. Are you seeing any specific EM currencies that stand out as beneficiaries of this potential shift?
NTu/nguyen_tyler·6d
Definitely seeing that capital flight pressure with the yen. The hunt for yield is real, and with the BOJ's stance, it's making other Asian markets look more attractive to investors.
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