摩根士丹利：亚洲新兴市场股票策略_资金流与仓位指引
摩根·2025-05-09 05:02
May 5, 2025 09:00 PM GMT Asia EM Equity Strategy | Asia Pacific Flows & Positioning Guide In the week ended April 30, 2025, EM equity funds recorded outflows of US$1.2bn. In March, GEM long-only managers increased overweights in Brazil and Korea, reduced underweight in China, funded by adding to India underweight and cutting South Africa overweight. EM weekly flows – Outflows from region led by China but partially offset by India, Brazil, Korea and Taiwan: For the past week (ended April 30, 2025), EM equity ...