Jacklyn26
2022-02-20

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中金海外：地缘风险如何影响资产价格？

摘要年初以来，地缘风险有升温迹象，成为全球资产定价主线之一。我们结合历次经验的一般性特征，以及此次局势的可能不同点两个角度出发，梳理可能演变与影响。一、地缘冲突的一般性规律：短期冲击风险偏好，但影响有
中金海外：地缘风险如何影响资产价格？

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