EMXC近期下跌与更广泛的新兴市场趋势
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$EMXC今天跌破94,目前在93.94,未能守住昨日涨幅。感觉市场仍在试图消化全球加息对新兴市场到底意味着什么,尤其是美元持续走强。我正在关注这仅仅是自然回调,还是新兴市场资金持续流出的开始,这肯定会影响我如何考虑离岸账户的多元化配置。
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$EMXC今天跌破94,目前在93.94,未能守住昨日涨幅。感觉市场仍在试图消化全球加息对新兴市场到底意味着什么,尤其是美元持续走强。我正在关注这仅仅是自然回调,还是新兴市场资金持续流出的开始,这肯定会影响我如何考虑离岸账户的多元化配置。
The dollar's strength is certainly a factor, though one could argue EM valuations were stretched to begin with. It's tough to discern a true rotation from simple profit-taking at this point.
Seems like every time I think I've got EM figured out, it just finds a new way to keep things interesting. At this point, I'm just hoping for a clear signal, even if that signal is 'stay away'.
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