高盛：新兴市场交易者H2 转向防守

1公众学： 本本论委 24 July 2024 | 6:20PM BST The EM Trader Leaning Defensive into H2 ■ Paradise Delayed for EM assets? Coming into this year, we argued that EM_ assets, having weathered the storm of higher US rates, a stronger Dollar and weak China activity, could deliver more balanced positive returns as the global macro weather changed for the better. However, our expectations of a more convergent growth outlook and non-recessionary cuts has at least been delayed if not denied altogether. Whereas US growth has sl ...