大型投资者表示,尽管 2022 年上半年遭受重大损失和大规模抛售,但新兴市场在美国经济衰退期间可能具有韧性。原因是新兴市场和发展中市场将受到低估值、高收益、快速增长和复苏的中国的缓冲
Emerging Markets Ready for a U.S. Recession
彭博社援引德意志银行中欧和东欧、中东、非洲和拉丁美洲货币研究的负责人奥利弗·哈维的话说,虽然投资者“可能接近悲观情绪的顶峰”,但哈维认为“有原因认为新兴市场的表现可能比过去的衰退期表现得更好,包括外国对当地资产的所有权非常低、利率起点相对较高以及估值低廉。”
“广泛的新兴市场衰退不是我们的基线,即使我们的同事预计美国会出现衰退,”哈维补充道。
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投资者还指望中国会反弹,这将最大限度地减少美国经济衰退的影响 经过一年的抛售 抹去了近 2 万亿美元 的回报,随着中国当局努力振兴经济和放宽 COVID 锁定限制。Original Post>
M&G Investments 新兴市场债务主管 Claudia Calich 表示:“如果中国的增长仍然相当不错,它可能会部分缓解对美国或欧洲经济衰退的担忧。” “虽然仍然存在潜在的宏观逆风,一些较弱的国家可能面临困难,但价格和估值已经进行了非常大幅度的调整,许多负面因素已经被计入其中。”
寻求接触发展中国家互联网和电子商务领域的投资者可能需要考虑 EMQQ Global 的 新兴市场互联网和电子商务 ETF(纽约证券交易所代码:EMQQ) 和 Next Frontier 互联网和电子商务 ETF(FMQQ)。
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通过专注于新兴市场的互联网和电子商务,EMQQ 希望捕捉世界上一些最大和增长最快的人口中发生的增长和创新。EMQQ 60% 以上的资产都集中在中国。
与此同时,FMQQ 寻求提供的投资结果在扣除费用和支出之前通常与 Next Frontier Internet and Ecommerce Index ( FMQQetf.com ) 的价格和收益表现相对应。虽然它与 EMQQ 具有相同的投资理念,但 FMQQ 没有中国控股。证券必须满足至少 3 亿美元的市值,并通过要求平均每日成交量为 100 万美元的流动性筛选。