全球基金投资于东南亚的债券和股票,这种投资来自潜在的降低利率和在与中国的贸易紧张局势中进行有吸引力的估值。 Global funds invest in SE Asia's bonds and equities, drawn by potential rate cuts and attractive valuations amid trade tensions with China.

全球基金越来越多地投资于东南亚,受到可能降低利率和具有吸引力的资产估值的吸引。 Global funds are increasingly investing in South-East Asia, attracted by potential interest rate cuts and appealing asset valuations. 泰国、印度尼西亚和马来西亚的货币管理人员增加了主权债券和股票持有量,导致货币表现强劲。 Money managers have boosted their holdings in sovereign bonds and equities in Thailand, Indonesia, and Malaysia, leading to strong currency performance. 本区域各中央银行准备削减利率,而历史上较高的实际利率提供了宽松的放任空间。 Central banks in the region are poised for rate cuts, with historically high real interest rates providing easing room. 此外,与中国的贸易摩擦使东南亚成为制造业多样化的首选替代办法。 Additionally, trade frictions with China are making South-East Asia a preferred alternative for manufacturing diversification.