高盛：新兴市场展现出类似发达市场的抗冲击能力

环球市场播报02-17

高盛表示，新兴市场资产对全球冲击表现出更强的韧性，这可能使其债券收益率向发达市场水平靠拢。高盛策略师Kamakshya Trivedi与Mambuna Njie在报告中写道：“投资者对新兴市场资产风险程度的认知，目前已滞后于现实情况”，新兴市场资产在避险行情中的表现已更接近发达市场资产。”面对全球冲击，新兴市场本币利率正愈发向发达市场靠拢：收益率下行、金融环境放松，这使得各国央行能够专注于国内增长...

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