Emerging Markets May Already Have Reached Their Peak for 2021, Morgan Stanley Says

marketwatch2021-02-04

It’s a little early in the year to be discussing peaks, but the top may have come and gone for a popular emerging-markets index, according to strategists atMorgan Stanley. Morgan Stanley strategists, ...

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精彩评论

JeanChien
2021-02-04
JeanChien
Interesting read
JeanChien
2021-02-04
JeanChien
Interesting read
WayneOnn
2021-02-04
WayneOnn
To the moon
Cyou2
2021-02-04
Cyou2
Good
- Lzoakz:
  Yes
kenntan
2021-02-04
kenntan
For the coins [微笑]
Zacksss
2021-02-04
Zacksss
Please respond to this comment
- 咩咩虎:
  Done.

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Flows to the region hit an all-time high last week. “Euphoric” fund inflows have invariably been associated with market tops, and vice versa, they note.\nAlready a Top?MSCI Emerging Markets Index USDSource: FactSetSept. 2020'21100011001200130014001500\nThey list a number of factors why the index may have peaked. For one, thecopperprice is correcting, and that has a strong correlation with the index. Another is that central bank balance sheet growth of the G4 — the Federal Reserve, the Bank of England, the Bank of Japanand the European Central Bank — is likely to peak next month at over 50% growth, and then start to slow significantly. A measure of liquidity in China also is dropping off.\nThe break-even inflation rate also peaked, in late January, and is now correcting, they add, which suggests a top in near term sentiment on reflation and reopening. 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