Group 1 - Emerging market assets showed an upward trend, driven by a weaker dollar and a resurgence of the "sell America" trade [1] - The Mexican peso and South African rand, seen as risk appetite indicators, led the market gains among emerging market currencies [1] - The Bloomberg Dollar Spot Index fell by 0.2%, potentially marking its largest single-day decline since December 23 [1] Group 2 - The MSCI Emerging Markets Stock Index rose by 0.9%, approaching historical highs, with Alibaba, Tencent, and TSMC leading the gains [2] - The Chinese government plans to accelerate the integration and application of digital technologies, boosting enthusiasm for AI-themed investments in the Asian market [5] - Lebanese bond prices have reached their highest level since March 2020, amid optimism regarding proposed legislation to unfreeze bank deposits [5]
“卖出美国”交易重启：美元走弱，新兴市场货币与股市携手冲高
智通财经网·2026-01-12 23:50