【汇丰：通胀不及预期利好新兴市场本币债，今夏配置窗口凸显】汇丰控股称，若通胀数据持续低于市场预期，将为新兴市场本币债券营造更有利的市场环境，夏季时段利好尤为突出。驻伦敦新兴市场策略师阿里・恰基罗格鲁在采访中表示，市场早已提前充分计入厄尔尼诺现象带来的通胀影响，未来数月通胀数据更大概率低于预期。该行分析显示，在主流新兴市场资产品类中，新兴市场本币债券估值处于低位，名义收益率折价约 5%。
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