Core Viewpoint - Emerging market assets have seen a slight increase as investors await potential progress on the Russia-Ukraine peace talks, with the MSCI Emerging Markets Index rising by 0.6% [1] Group 1: Market Performance - Investors are maintaining caution ahead of the Jackson Hole annual meeting, where Powell's speech may indicate the possibility of a rate cut in September [1] - Strong performance of risk assets has drawn attention, leading to increasingly tight valuations [1] Group 2: Geopolitical Context - UBS Global Wealth Management's Chief Investment Officer Mark Haefele's team anticipates that the Russia-Ukraine conflict will continue into next year due to significant gaps in negotiation positions and a lack of decisive progress on the battlefield [1] - Any negotiation process is expected to be prolonged due to a lack of trust and substantial differences in objectives, making any potential agreement subject to skepticism [1]
新兴市场小幅走高 投资者聚焦特朗普泽连斯基会谈
Ge Long Hui A P P·2025-08-18 11:50