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摩根大通:随着美国例外论消退,开始看涨新兴市场货币。
news flash·2025-06-05 20:49

Core Viewpoint - Morgan Stanley has turned bullish on emerging market currencies as the narrative of American exceptionalism fades [1] Group 1 - The shift in sentiment towards emerging markets is attributed to a decline in the perceived strength of the US economy [1] - Analysts suggest that the weakening of the US dollar will benefit emerging market currencies [1] - The report indicates that investors are increasingly looking for opportunities outside the US, particularly in Asia and Latin America [1]