高盛：新兴市场每周资金流向监测：外国资金强劲流入，台湾地区领涨；4 月对冲基金在亚洲全面抛售；3 - 4 月欧洲投资者抛售美国股票；上调南下资金预测

2 May 2025 | 6:43PM BST EM Weekly Fund Flows Monitor Strong foreign inflows, led by Taiwan; HFs sell across Asia in Apr; US equity selling in Mar/Apr from Europe investors; We raise our Southbound forecast Foreign (FII) flows / positioning n EM Asia ex-China markets saw strong FII buying of US$2.8bn wow, led by Taiwan (+US$1.7bn). India, Korea and ASEAN also saw moderate buying w/w. Non-Asia EMs saw US$0.2bn inflows, led by Brazil. HK/China Connect, Domestic retail flows Global Equity mutual fund flows Focu ...