新兴市场在疫苗接种量上升的背景下取得进展，但最近中国加大监管力度以及病毒进一步爆发，导致年初至今股市总体表现逊于已发展市场。我们的新兴市场股票团队高级董事总经理 Chetan Sehgal 重点关注亚洲以外的新兴市场，但继续看好新兴市场的长期潜力，并概述了三个主要原因：债务、估值和现金流。
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