加息周期后新兴市场有机会吗？
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随着美联储似乎接近紧缩周期的尾声，你是否预见到资金会大量重新配置到新兴市场股票？还是说焦点仍将主要集中在发达市场？我在考虑像越南或印度这样拥有坚实国内增长故事的国家。
1 comments · 15 points
DWu/david_w·1mo
I'm cautiously optimistic. While EM usually benefits from a weaker dollar and lower rates, geopolitical risks and China's slowdown might temper the enthusiasm. Still, Vietnam and India are definitely worth watching.
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