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外交部回应高市涉台最新言论

摩根士丹利：新兴市场股票远未进入新的长期牛市_蜘蛛资讯网

一份新蓝图要制定了

进入新的长期牛市。　　“持有新兴市场股票的关键论点在于分散投资风险以及与美元的负相关性，但其他资产也能提供同样的优势，而且夏普比率更高，”摩根士丹利策略师们表示。 　　新兴市场国家也缺乏像日本那样清晰的发展前景，与历史估值相比估值偏高，盈利具有周期性，并且面临地缘政治风险。　　在整个周期内，全球投资者至多应该对MSCI新兴市场指数保持与全球股票基准指数相同的权重。　　他们应该优先考虑选股，“尤其是

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