高盛：新兴市场交易员_中国宽松政策扩大广度
高盛证券·2024-10-10 13:39
_ 9 October 2024 | 6:39PM BST The EM Trader China Easing Adds Breadth n China's easing has triggered a broadening in the EM equity rally. The broad EM equity index was held back until the summer amid weak China activity and an underwhelming policy response, coupled with bouts of global macro volatility. With an improving macro cycle led by Fed easing and the much-needed recent coordinated stimulus announcements from China's policymakers, EM equities have staged an impressive rally, with the MSCI EM index up ...