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。
新兴市场股市五月份整体上扬，全球多地逐渐放松与新型冠状病毒相关的封锁，投资者对此欢欣鼓舞。但是，再度紧张的中美贸易关系使一些乐观情绪受到制约。我们的新兴市场股票团队仔细研判这些因素和影响五月份市场行情的其他事件，并分享了对 COVID-19 危机过后的最新投资展望。
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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