Core Viewpoint - Emerging markets are experiencing a significant rise, reaching their highest level in over four years, driven by easing tensions in US-China trade relations [1] Group 1: Market Performance - An emerging market stock index increased by 1.5%, marking the strongest level since June 2021 [1] - Notable stocks such as TSMC, Tencent, and Alibaba led the gains [1] - An emerging market currency index also saw a rise of 0.2% [1] Group 2: Trade Relations - US President Trump indicated that tariffs on Chinese goods are "unsustainable," although they will remain in place for now [1] - Trump mentioned maintaining good relations with Chinese leaders and anticipated a meeting during the upcoming APEC conference in South Korea [1] - Key negotiation topics between the US and China include rare earths, fentanyl, and soybeans [1] Group 3: Market Sentiment - Chris Weston from Pepperstone Group noted that despite uncertainties in trade developments, current market pricing suggests a positive outcome or at least no further deterioration [1][3] - There is speculation that China may ease rare earth export controls, potentially extending the current tariff truce [3] - Most Asian emerging market currencies strengthened against the US dollar, with the South Korean won and Indian rupee leading the gains [3]
特朗普释放关税缓和信号 新兴市场股市创四年新高
智通财经网·2025-10-20 07:02