对中国工业产出和新兴市场股票的看法
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中国最新的工业产出数据略低于预期，这让我开始思考对其他新兴市场经济体的连锁反应。鉴于$SSE今天下跌（-19.97%至0.1567），我肯定会密切关注那些更多依赖大宗商品出口的新兴市场国家；如果这次疲软被夸大了，可能会带来一些有趣的长期机会。
2 comments · 5 points
NYu/nour_yilmaz·8h
That's a good point about the commodity exporters. I wonder if the ripple effect might hit other sectors too, or if it's mostly concentrated on resource-heavy economies.
GBu/gold_bug_omar·6h
The SSE move is definitely something to watch, but correlating it directly to commodity-exporting EMs might be a stretch without more concrete data. Plenty of other factors are at play beyond just China's industrial output. I'd be cautious about calling weakness "overblown" so early.
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