汇市新闻

新兴市场货产品持续创新低 跌势仍未见底

日期:2015-09-28
    过去一周里,新兴市场货产品跌势未有缓解迹象。
  马来西亚林吉特跌至逾15年低点,并创近20年来最大单周跌幅,印尼、南非、巴西等新兴市场货产品也接近数年或历史低点……
  周四,MSCI新兴市场货产品指数跌至六年新低。
  美联储加息和中国经济增长的不确定性仍是悬在投资者头顶的两把利剑。
  美联储主席耶伦在当地时间周四傍晚的演讲中,传来可能在“今年”加息的立场;周五的美国二季度GDP增幅上修,似乎也支持美联储今年加息。
  而中国增长前景则未见改善。本周稍早数据显示,衡量中国制造业活动的财新制造业PMI降至六年新低。
  全球固定收益联席主管David Rolley说:“我们还不准备大举入场,新兴市场货产品底部未到。许多新兴市场经济体依靠大宗商品出口,而商品价格已然走软。我们首先需要看到一个全球增长的催化剂,而目前很难看到任何地方有增长加快的迹象。”
  本周稍早,亚洲开发银行下调了中国、印度及亚洲发展中经济体的增长预期,并称亚洲国家或被迫跟随美国加息。具体如下:
  将中国今明两年经济增长率预估分别调降至6.8%和6.7%。
  将亚洲发展中经济体今明两年增长预估分别调降至5.8%和6.0%。
  将印度今明两年经济增长率预估分别调降至7.4%和7.8%。
  而此前一周,经合组织下调了全球今明两年增长预期,并称新兴市场经济体前景已经恶化,进一步令全球增长蒙阴。
 
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