当美国和欧洲刚刚开始感受到新型冠状病毒对经济的影响时,中国正揭开复苏的序幕。在我们最新的播客中,富兰克林邓普顿新兴市场股票团队首席投资官 Manraj Sekhon 发表了对亚洲的一些看法,以及在新兴市场可能发现的潜在投资机会。
就经济影响而言,油价下跌可能是一把双刃剑:消费者对此表示欢迎,但产油国却难以接受。富兰克林邓普顿新兴市场股票团队的 Bassel Khatoun 分享个人专业见解,剖析了油价下跌对新兴市场经济体的影响以及投资者应考量的一些注意事项。
从对冠状病毒的担忧到贸易,再到中东紧张局势,我们的新兴市场股票团队密切关注影响一月份新兴市场表现的新闻与事件。
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