摩根士丹利：亚太观点：再平衡辩论是否进行多元化3

July 14, 2025 06:44 PM GMT Asia Economics | Asia Pacific The Viewpoint: The Rebalancing Debate – To Diversify or Not to Diversify Asia's international investment position has doubled to US $46trn in the last 13 years. With the USD depreciation in the last six months, investors need to decide whether to diversify current holdings, how much to allocate to the US from their annual current account surplus, and how much to hedge. Key Takeaways In this report, we take another look at the USD diversification/rebal ...