机构:韩国领跌,6月新兴市场股市遭遇460亿美元大逃离

智通财经
Jul 10
【机构:韩国领跌,6月新兴市场股市遭遇460亿美元大逃离】银行业贸易组织的数据显示,6月外国投资者从新兴市场股票投资组合中净流出 461亿美元。这一数据主要由对韩国科技股的大幅抛售推动,导致发展中经济体连续第二个月出现整体投资组合亏损。国际金融协会周五发布的月度报告显示,外国投资者从韩国股市撤资 305亿美元,创下最近25年多来的最大流出规模。报告显示股市与债市资金流向出现明显分化:尽管整体投资组合资金流转为净流出178亿美元,但债券市场上月仍吸引了 283亿美元资金。国际金融协会首席经济学家Jonathan Fortun表示:投资者仍愿意借钱给新兴市场,但他们不太愿意承担广泛的股市风险。全球贴现率上升、盈利信心疲软以及对科技和能源仓位的敏感性,导致投资者削减了股票配置。上半年的信息很明确,新兴市场总体上仍吸引了资本,但这仅仅是因为债务流入完全抵消了持续的股市清算。

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