7月 2021 - 新兴市场的投资探险

新兴市场的投资探险

亚洲

新兴市场的通胀趋势

我们的固定收益团队分析了新兴市场的通胀趋势，重点突出了不同地区和国家之间的巨大差异。我们的团队认为，通货再膨胀的现象很大程度上与 2020 年以来的低基数效应有关，因此这只是一种暂时状态。

七月 27, 2021

亚洲

芯片市场的周期性和长期繁荣：供应短缺影响经济复苏

COVID-19 疫情加速了许多现有的技术趋势，新兴市场则一直处于这一趋势的前沿。半导体芯片是许多技术进步的关键所在，能够为我们的手机、汽车等提供计算能力。我们的新兴市场股票团队讨论了疫情期间芯片短缺对全球经济的影响。

七月 20, 2021

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