7 月美元的反弹正让一些新兴市场投资者认为未来几个月美元将继续上涨。美国普信集团(T. Rowe Price Group

智通财经
03 Aug
7 月美元的反弹正让一些新兴市场投资者认为未来几个月美元将继续上涨。美国普信集团(T. Rowe Price Group Inc.)表示作为一种战术性交易该公司更青睐以美元计价的新兴市场债券而非本地货币债券。巴克莱(Barclays Plc)建议客户避免做空美元兑亚洲货币转而推荐做多美元兑该地区部分低收益率货币。富达国际(Fidelity International)称美国利率 “维持高位更久” 的局面降低了借入美元进行套利交易的吸引力并建议考虑成本更低的替代融资货币。此前押注美元将持续下跌的操作推动摩根士丹利资本国际(MSCI)新兴市场股票指数在上月创下逾三年新高而类似的货币指数在 6 月也录得第六个月上涨。

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