纳斯达克终于涨了，这些新兴市场却早已补完“关税缺口”

Group 1 - The Nasdaq 100 index rose by 2.63%, but it still has a gap since the significant drop on April 2 due to the "tariff war" [1] - Emerging markets, particularly India and Indonesia, have shown strong performance, recovering losses incurred from tariff increases [1][2] - The Indian SENSEX index has increased by 3.89%, while the Indonesian index has risen by 0.42%, contrasting with a decline of 6.67% for the Nasdaq 100 [2] Group 2 - The Emerging Asia ETF (SH520580) has accumulated over 12% gains since April 8, with a 1.3% increase observed in early trading today [3] - The ETF focuses on core assets in emerging Southeast Asian markets, which are expected to outperform single A-share allocations in terms of returns and volatility [4][5] - The ETF covers major economies: India (53%), Indonesia (19%), Malaysia (15%), and Thailand (13%), consisting of the 50 largest and most liquid companies in these countries [7][8] Group 3 - The top ten weighted stocks in the ETF include major players like HDFC Bank, Bank Central Asia, and PTT Public Company, indicating strong risk resilience [8] - The financial sector (38.5%), technology (15.6%), and energy (10.2%) are the primary sectors represented, benefiting from credit demand and consumption upgrades during economic expansion [8] - GDP growth rates for these four countries are projected to exceed the global average, with India at 6.5% and Indonesia at 5.1% [8]