富兰克林邓普顿新兴市场股票团队的 Andrew Ness 表示，新兴市场在 COVID-19 疫情过后表现出韧性并不令人意外。他认为，某些市场的基本面看起来仍然具有吸引力，并提醒投资者，收益才是真正重要的因素。
二月，虽然新兴市场总体上面临一些挑战，但我们的新兴市场股票团队仍然认为有理由保持乐观 — 包括中国经济从 COVID-19 中复苏的力度，以及疫情爆发后出现的众多潜在结构性机会。
在农历新年到来之前，Stephen Tong、Desmond Soon 和 Michael Lai 深入剖析了投资者在考虑中国生肖中牛的特点之时如何驾驭亚洲市场 — 在中国传统中，牛代表着耐心、勤奋和坚持。
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