新兴市场前路坎坷

伯克利—在过去十年中的大部分时间里,新兴市场一直是全球投资者的宠儿。即使是古板的退休基金和主权财富基金,也不断地把更多的资金配置于新兴市场资产。

但是,最近资本流向新兴市场的大环境发生了剧烈恶化。增长放缓和政策失误与美联储将开始通过减弱其“量化宽松”(QE,或无限额购买长期资产)收紧货币政策一起,使新兴经济体遭遇了深刻的货币、债券和股票卖出潮。

哪里出了问题?如许多分析师所言,我们正在经历又一场经济泡沫的破裂吗?

To continue reading, please log in or enter your email address.

To access our archive, please log in or register now and read two articles from our archive every month for free. For unlimited access to our archive, as well as to the unrivaled analysis of PS On Point, subscribe now.

required

By proceeding, you agree to our Terms of Service and Privacy Policy, which describes the personal data we collect and how we use it.

Log in

http://prosyn.org/ptmJjjQ/zh;

Cookies and Privacy

We use cookies to improve your experience on our website. To find out more, read our updated cookie policy and privacy policy.