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摩根士丹利:預計新興市場和亞洲股市的底部正在臨近

摩根士丹利表示,在經過下跌之後,新興市場和亞洲股市當前的熊市週期接近尾聲。包括Jonathan Garner在內的摩根士丹利策略師在報告中寫道,這些市場極有可能在“大量”投降的跡象中觸底,並稱他們將新興市場和亞洲(不含日本)股市的評級從平配提高至高配。

MSCI新興市場指數今年以來下跌了26%,摩根士丹利預計該指數從現在到明年6月有望上漲約12%。

“很多樹木已經被砍倒”,“現在是爲下一個週期種植樹苗的時候了”,Garner和他的同事在報告中寫道。他們補充說,投資者應該“轉向已證實的早期週期受益者”。

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