美银：亚洲基金经理调查-风向正在逆转

Accessible version Asia Fund Manager Survey The pendulum is swinging back Growth recovery. Over the past six months, investor sentiment has followed a classic trajectory: euphoria, panic, and finally recovery (see Risk-Love: Dancing with the bulls). The latest FMS data corroborates this emerging optimism. The improved growth outlook stems from investor confidence in swift trade resolutions and coordinated global monetary easing (~80% of the 34 major central banks are cutting rates). Currently, a net 46% ant ...