市場觀測站EP145｜全球資金轉向布局新興市場沉寂3年熬出頭 feat.瑞銀投信基金經理人黃子祐

一周來，國際股匯市都在橫盤，美元不夠弱、新台幣不夠強，新興市場則持續強勢反彈，指數創下2021年以來的新高。跨國基金經理人分析，新興市場涵蓋的國家上百個，難得大家的經濟財政條件今年改善方向一致，在市場上顯露光茫。 🎙主持人：工商時報編輯部副主任 #陳碧芬 🎙來賓：瑞銀投信基金經理人 #黃子祐 🖊本集重點： 1. 各國氣川普高關稅，主流資金也「棄」美元 2. 全球資金在轉彎，機構法人先選新興市場 3. 原物料出口支撐新興經濟體收益 4. 政府紀律遵節開支，債券市場供給收窄 5. 配置債券必定要看違約率 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀 **【📧歡迎來信】** 想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP145｜全球資金轉向布局新興市場沉寂3年熬出頭 feat.瑞銀投信基金經理人黃子祐

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