Core Viewpoint - The article highlights the ongoing strong performance of emerging market stocks, currencies, and precious metals amid tensions between the US and Europe, with significant capital flowing into emerging market funds, pushing indices to record highs [1]. Group 1: Market Performance - The MSCI Emerging Markets Index is set to rise for the fifth consecutive week, marking the longest streak since May of the previous year [1]. - Year-to-date, the MSCI Emerging Markets Index has increased by 7%, while the S&P 500 Index has only risen by 1% [1]. - Asian technology stocks have been a key driver of this upward trend in emerging markets [1]. Group 2: Capital Flows - There is a notable shift of funds from US assets to emerging markets, with record levels of investment flowing into emerging market funds [1]. - The South African stock market is expected to rise for the third consecutive week, indicating regional strength within emerging markets [1]. Group 3: Precious Metals - Gold is trading slightly below $5,000 per ounce, reflecting the ongoing interest in precious metals as a safe haven amid market volatility [1].
投资者不声不响撤出美国资产 向黄金、新兴市场轮动
Ge Long Hui A P P·2026-01-23 12:28