MHby u/milos_horvat·14dDiscussion

新兴市场概览:货币波动与东盟股市

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近期新兴市场仍需密切关注,尤其是货币波动性相当高。美元走强给许多新兴市场货币带来了不小的压力。一些人担心资金会流出并停留在更安全的资产中。

至于东盟股市,目前方向仍不明朗。许多因素仍在以难以预测的方式相互关联,例如国内经济复苏仍需时间,以及外部压力。$ABC 目前在179.98附近波动,昨天在179.24-180.93区间运行,这反映了市场普遍存在的不确定性。如果有人对近期新兴市场有任何看法或观察,欢迎分享。

2 comments · 1 points
YAu/yarabakri·14d

Agree, the strong dollar is definitely a headwind for EM currencies. Are you seeing any specific ASEAN markets holding up better than others, or is the general trend fairly uniform across the region?

LGu/lan_goh·14d

I agree, the strong dollar continues to be a significant headwind for EM currencies. It's tough to see a clear path forward for ASEAN equities when there's such a strong pull towards safer havens.

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