COVID-19 疫情对巴西造成了毁灭性打击，但巨额政府支出和宽松货币政策为巴西经济带来了一定程度的稳定。富兰克林邓普顿新兴市场股票团队高级副总裁、机构产品专家 Claus Born 就巴西投资者为何最近也在支持本国市场分享了一些看法。
八月份，人们对 COVID-19 疫苗充满希望、全球继续实施宽松货币政策，而且经济数据不断改善，显示经济有望复苏。在此气氛下，新兴市场总体上感受到了一股乐观情绪。我们的新兴市场股票团队深入剖析了其关注的重要趋势、新闻和事件，并分享了团队的最新市场展望。
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