淡马锡首席投资官:特朗普若胜选 全球经济增长料将放缓

格隆汇10-29

格隆汇10月29日|据市场消息,淡马锡首席投资官Rohit Sipahimalani称,如果唐纳德·特朗普胜选,将导致美元走强、利率上升,这将损害新兴市场,而如果卡玛拉·哈里斯当选,则会出现相反的情况。 他表示,“我认为这不仅对新兴市场不利,而且对全球、整个美国也是如此,会影响全球增长”。更高的关税会带来不确定性,这对投资绝无好处。如果哈里斯担任总统,将尤其更有利于新兴市场,因为较低利率、美元走...

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