《大行報告》大摩:英重啟量寬或對美聯儲對抗通脹「扯後腿」 意味美元未見頂 料亞股反彈存不確性
摩根士丹利昨(28日)發表亞洲及新興市場報告表示,MSCI新興市場指數目前已較該行對其「熊市情境」預測低2%,而恆生指數目前亦僅較對其「熊市情境」預測高出1%,在即將到來的全球經濟衰退預期下,意味著現在存在相當大的估值緩衝。
該行表示保持審慎態度,指英倫銀行通過重啟量化寬鬆來穩定金融市場的行動,或已影響到美聯儲對抗通脹的鬥爭,同樣,這似乎並不意味著美元即將見頂。該行料亞洲/新興市場可能會出現反彈,但料這種反彈的持續時間存不確定性。
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