瑞银-全球战略-中国刺激如何传导至全球新兴市场国家
瑞银证券·2024-10-07 16:08
This report is intended exclusively for: cwang@ agility-cap.com This report is intended exclusively for: cwang@ agility-cap.com This report is intended exclusively for: cwang@ agility-cap.com ab 30 September 2024 Global Research Global Strategy Global Strategy How strongly will Chinese stimulus lift the rest of EM? The market sees more reflationary risks than just a few weeks ago Sentiment towards EM has thawed but mostly towards rates – an inherently defensive asset class. That caution is now being challen ...