高盛：下半年掘金机会在新兴市场

华尔街见闻2021-05-13

大超预期的美国通胀数据之下，美股领衔全球市场惨跌。但在这轮调整之前，高盛已经将眼光放到了下半年，关注点还落在了新兴市场。在周一（5月10日）的研报中，高盛分析师Caesar Maasry和Ron Gray表示，尽管今年新兴市场的总体GDP表现预计不会超过发达市场，但拉美和CEEMEA（中东欧、中东和非洲）国家的增长潜力很大。因此，高盛预计未来12个月，除北亚以外的新兴市场（墨西哥、南非、俄罗斯...

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大牛林
2021-05-13
大牛林
印度嗎？
T0000023454
2021-05-13
T0000023454
輸出通脹用廉價的美元去收購國外優質資產，然後突然收緊銀根讓其自由落體，最後趁恐慌之際再次收割。很有意思的是這次將北亞市場排除在外，意料之外但情理之中。
林建荣
2021-05-13
林建荣
Ok
- godzilla:
  事实上
godzilla
2021-05-13
godzilla
[難過] [鬼臉] [開心] [鬼臉] [開心] [齜牙] [開心] [齜牙] [開心] [齜牙]

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