摩根士丹利：全球新兴市场策略师_资金流向新阶段
摩根·2025-05-12 01:48
更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha May 6, 2025 07:13 PM GMT Global EM Strategist M Global Idea A New Phase in Flows EM fixed income investors are voting with their feet on the outlook for the USD, with flows returning to EM local market funds while hard currency sees continued outflows. Does a new era beckon? Key Takeaways Must reads from Global EM Strategy EM Fixed Income Strategy and Economics – IMF Spring Meetings Takeaways | 30-Apr-2025 We summarise our views from the IMF Spring Meetings, including highlig ...