2025年,由于全球削减利率、美元疲软和投资者需求强劲,新兴市场激增。 Emerging markets surge in 2025, driven by global rate cuts, a weak dollar, and strong investor demand.

自2017年以来,新兴市场资产进入了最佳年头,这得益于投资者的强烈乐观、预计美联储将削减利率以及美元疲软。 Emerging market assets are on track for their best year since 2017, fueled by strong investor optimism, anticipated Federal Reserve rate cuts, and a weakening U.S. dollar. 基金经理们比2021年初以来更加看好,新兴市场股票和债券的流入创纪录,这是亚洲和拉丁美洲货币宽松,中国股票反弹以及人工智能驱动的技术动力所推动的. Fund managers are more bullish than since early 2021, with record inflows into EM equities and bonds, driven by monetary easing in Asia and Latin America, China’s stock rally, and AI-driven tech momentum. 尽管存在区域风险,包括财政关切和货币波动,但EM市场在增长前景改善以及全球资本从美国资产中转迁的情况下蓬勃发展。 Despite regional risks, including fiscal concerns and currency volatility, EM markets are thriving amid improved growth prospects and global capital rotation away from U.S. assets.