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新興市場債市9月吸引外資流入 惟中國債市出現半年最大規模資金外流
《路透》報道,受中國恆大(03333.HK)債務危機的影響,9月中國債市出現六個月來最大規模的資金外流,但由於各地新興市場大量發行新債,協助推動整體外資流入新興市場規模創6月以來最高。 根據國際金融協會(IIF)數據,9月新興市場有價證券共吸引外資帳戶資金298億美元,同時自中國債市流出的資金創3月以來最高。 9月份外資淨流入新興市場債務有價證券的淨額爲262億美元,有343億美元流入中國以外的市場,中國債券市場則出現81億美元的資金外流。中國股市有14億美元的外資流入,創3月以來最低,也遠低於過去12個月資金流入的平均值70億美元,至於其他新興市場股市則是有22億美元流入。 外資有所遲疑的原因包括對恆大的疑慮,該集團負債超過3,000億美元,相關問題可能會擴散至中國經濟。此外,花樣年控股(01777.HK)週一(4日)未能按時償還2.06億美元債務,顯示壓力正在房地產業間擴散。
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