摩根士丹利投资管理：风向转变或有利于美国以外的资产

格隆汇09-25 18:15

格隆汇9月25日｜据彭博，摩根士丹利投资管理的Jitania Kandhari称，美联储降息和美元走低，为新兴市场股市跑赢美股打开大门。“利好美元的经济增长和利率等因素目前见顶，开始有利于美国以外的市场，”担任新兴市场副投资总监、宏观经济研究主管的Kandhari表示，并称新兴市场的“宏观整体基本面看起来不错”。Kandhari坚持认为这十年是“新兴市场的十年”，即便有时表现不太如意。截至9月23...

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摩根士丹利投资管理：风向转变 或有利于美国以外的资产

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摩根士丹利投资管理：风向转变或有利于美国以外的资产