四周连涨！摩根大通已上调新兴市场货币评级

Group 1 - Southeast Asian countries have experienced four consecutive weeks of gains, with India leading the way [1] - The Indian stock market, represented by the SENSEX, has shown strong mid-term trends, defying initial expectations of a downturn [1] - The Emerging Asia ETF (SH520580) has seen significant trading activity, with a trading volume of 700 million and a turnover rate of 142% [3] Group 2 - The Emerging Asia ETF has a weight distribution of 53% in India, 19% in Indonesia, 15% in Malaysia, and 13% in Thailand, benefiting from low correlation with A-shares and U.S. stocks [4] - Morgan Stanley upgraded its rating on emerging market currencies from "underweight" to "neutral," indicating a potential shift in the dollar cycle and optimistic investor sentiment [5] - The ETF has recorded an 18% cumulative increase since April 8, with recent financing purchases of 0.08 billion, 0.06 billion, and 0.15 billion [7] Group 3 - The Emerging Asia ETF (520580) includes 50 leading companies from emerging markets, focusing on sectors such as finance, energy, technology, and consumer goods, with nearly half of its exposure in the Indian market [6] - The ETF's characteristics of "high growth and low correlation" may provide alpha opportunities in the context of a changing dollar cycle and enhanced regional economic resilience [7]