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- albinoalbino
  ·2021-02-04
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  Emerging Markets May Already Have Reached Their Peak for 2021, Morgan Stanley Says<blockquote>摩根士丹利表示，新兴市场可能已经在2021年达到顶峰</blockquote>
  It’s a little early in the year to be discussing peaks, but the top may have come and gone for a pop
  Emerging Markets May Already Have Reached Their Peak for 2021, Morgan Stanley Says<blockquote>摩根士丹利表示，新兴市场可能已经在2021年达到顶峰</blockquote>
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13:40","market":"us","language":"en","title":"Emerging Markets May Already Have Reached Their Peak for 2021, Morgan Stanley Says<blockquote>摩根士丹利表示，新兴市场可能已经在2021年达到顶峰</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189978299","media":"marketwatch","summary":"It’s a little early in the year to be discussing peaks, but the top may have come and gone for a pop","content":"<p>It’s a little early in the year to be discussing peaks, but the top may have come and gone for a popular emerging-markets index, according to strategists atMorgan Stanley.</p><p><blockquote>摩根士丹利策略师表示，今年讨论峰值还为时过早，但对于一个受欢迎的新兴市场指数来说，峰值可能已经来来去去。</blockquote></p><p> Morgan Stanley strategists, led by Jonathan Garner, say theMSCI emerging market indexalready topped its year-end target of 1,330, though it has fallen back subsequently. 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A measure of liquidity in China also is dropping off.</p><p><blockquote>他们列出了该指数可能见顶的许多因素。首先，铜价正在调整，这与指数有很强的相关性。另一个原因是，四国集团（美联储、英国央行、日本央行和欧洲央行）的央行资产负债表增长可能会在下个月达到50%以上的峰值，然后开始显着放缓。中国的流动性也在下降。</blockquote></p><p> The break-even inflation rate also peaked, in late January, and is now correcting, they add, which suggests a top in near term sentiment on reflation and reopening. Thedollar,which tends to move in the opposite direction to emerging markets, has stopped declining.</p><p><blockquote>他们补充说，盈亏平衡通胀率也在一月底达到顶峰，目前正在修正，这表明近期对通货再膨胀和重新开放的情绪已见顶。往往与新兴市场走势相反的美元已经停止下跌。</blockquote></p><p> There are reasons closer to home for why the index may have peaked. Earnings revisions are showing signs of stalling out. Also, South Korea’s relative performance peaked on Jan. 11, after outperforming by 41% since Mar. 19, 2020. Major peaks in South Korea’s relative performance tend to precede peaks in the broader index, the strategists say.</p><p><blockquote>该指数可能已经见顶的原因还有更接近国内的原因。盈利修正显示出停滞的迹象。此外，韩国的相对表现在1月11日达到顶峰，自2020年3月19日以来跑赢了41%。策略师表示，韩国相对表现的主要峰值往往先于更广泛指数的峰值。</blockquote></p><p> TheiShares MSCI Emerging Markets ETFtracks the emerging-market index.</p><p><blockquote>iShares MSCI新兴市场ETF追踪新兴市场指数。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Emerging Markets May Already Have Reached Their Peak for 2021, Morgan Stanley Says<blockquote>摩根士丹利表示，新兴市场可能已经在2021年达到顶峰</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEmerging Markets May Already Have Reached Their Peak for 2021, Morgan Stanley Says<blockquote>摩根士丹利表示，新兴市场可能已经在2021年达到顶峰</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-02-04 13:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s a little early in the year to be discussing peaks, but the top may have come and gone for a popular emerging-markets index, according to strategists atMorgan Stanley.</p><p><blockquote>摩根士丹利策略师表示，今年讨论峰值还为时过早，但对于一个受欢迎的新兴市场指数来说，峰值可能已经来来去去。</blockquote></p><p> Morgan Stanley strategists, led by Jonathan Garner, say theMSCI emerging market indexalready topped its year-end target of 1,330, though it has fallen back subsequently. Flows to the region hit an all-time high last week. “Euphoric” fund inflows have invariably been associated with market tops, and vice versa, they note.</p><p><blockquote>以乔纳森·加纳(Jonathan Garner)为首的摩根士丹利策略师表示，摩根士丹利新兴市场指数已突破年终目标1,330点，但随后有所回落。上周流向该地区的资金创下历史新高。他们指出，“欣快”的资金流入总是与市场顶部相关，反之亦然。</blockquote></p><p> Already a Top?MSCI Emerging Markets Index USDSource: FactSetSept. 2020'21100011001200130014001500</p><p><blockquote>已经是上衣了？MSCI新兴市场指数美元资料来源：FactSetSept。2020'21100011001200130014001500</blockquote></p><p> They list a number of factors why the index may have peaked. For one, thecopperprice is correcting, and that has a strong correlation with the index. Another is that central bank balance sheet growth of the G4 — the Federal Reserve, the Bank of England, the Bank of Japanand the European Central Bank — is likely to peak next month at over 50% growth, and then start to slow significantly. A measure of liquidity in China also is dropping off.</p><p><blockquote>他们列出了该指数可能见顶的许多因素。首先，铜价正在调整，这与指数有很强的相关性。另一个原因是，四国集团（美联储、英国央行、日本央行和欧洲央行）的央行资产负债表增长可能会在下个月达到50%以上的峰值，然后开始显着放缓。中国的流动性也在下降。</blockquote></p><p> The break-even inflation rate also peaked, in late January, and is now correcting, they add, which suggests a top in near term sentiment on reflation and reopening. Thedollar,which tends to move in the opposite direction to emerging markets, has stopped declining.</p><p><blockquote>他们补充说，盈亏平衡通胀率也在一月底达到顶峰，目前正在修正，这表明近期对通货再膨胀和重新开放的情绪已见顶。往往与新兴市场走势相反的美元已经停止下跌。</blockquote></p><p> There are reasons closer to home for why the index may have peaked. Earnings revisions are showing signs of stalling out. Also, South Korea’s relative performance peaked on Jan. 11, after outperforming by 41% since Mar. 19, 2020. Major peaks in South Korea’s relative performance tend to precede peaks in the broader index, the strategists say.</p><p><blockquote>该指数可能已经见顶的原因还有更接近国内的原因。盈利修正显示出停滞的迹象。此外，韩国的相对表现在1月11日达到顶峰，自2020年3月19日以来跑赢了41%。策略师表示，韩国相对表现的主要峰值往往先于更广泛指数的峰值。</blockquote></p><p> TheiShares MSCI Emerging Markets ETFtracks the emerging-market index.</p><p><blockquote>iShares MSCI新兴市场ETF追踪新兴市场指数。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/emerging-markets-may-already-have-reached-their-peak-for-2021-morgan-stanley-says-51612361255?mod=home-page\">marketwatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24fa8350588843d92f819ac12ab5ce16","relate_stocks":{"MS":"摩根士丹利"},"source_url":"https://www.marketwatch.com/articles/emerging-markets-may-already-have-reached-their-peak-for-2021-morgan-stanley-says-51612361255?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189978299","content_text":"It’s a little early in the year to be discussing peaks, but the top may have come and gone for a popular emerging-markets index, according to strategists atMorgan Stanley.\nMorgan Stanley strategists, led by Jonathan Garner, say theMSCI emerging market indexalready topped its year-end target of 1,330, though it has fallen back subsequently. Flows to the region hit an all-time high last week. “Euphoric” fund inflows have invariably been associated with market tops, and vice versa, they note.\nAlready a Top?MSCI Emerging Markets Index USDSource: FactSetSept. 2020'21100011001200130014001500\nThey list a number of factors why the index may have peaked. For one, thecopperprice is correcting, and that has a strong correlation with the index. Another is that central bank balance sheet growth of the G4 — the Federal Reserve, the Bank of England, the Bank of Japanand the European Central Bank — is likely to peak next month at over 50% growth, and then start to slow significantly. A measure of liquidity in China also is dropping off.\nThe break-even inflation rate also peaked, in late January, and is now correcting, they add, which suggests a top in near term sentiment on reflation and reopening. Thedollar,which tends to move in the opposite direction to emerging markets, has stopped declining.\nThere are reasons closer to home for why the index may have peaked. Earnings revisions are showing signs of stalling out. Also, South Korea’s relative performance peaked on Jan. 11, after outperforming by 41% since Mar. 19, 2020. Major peaks in South Korea’s relative performance tend to precede peaks in the broader index, the strategists say.\nTheiShares MSCI Emerging Markets ETFtracks the emerging-market index.","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}