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资金是嗜血的,哪里有获利机会往哪里跑,当美国QE考虑退场时,资金从债市跟新兴市场撤出,前进美股,美国道琼指数强劲上涨。而在美国与叙利亚战争可能开打的前提下,美股应声重挫,资金又要找下一个出口。自从今年五月美国联准会释出将会逐步放缓货币量化宽松政策讯息,新兴市场股汇市重挫,以近三个月计算,跌幅最重的是土耳其股市,跌幅为27.64%,次之为印度尼西亚股市,跌幅为21.97%,泰国、菲律宾分别也有18.78%及17.63%的跌幅。汇市也是重贬,印度卢比兑美元贬值到历史新低六八价位,股市距七月二十三日缔造的今年高点重挫近10%,十年期债券殖利率
Money is bloodthirsty, where profit opportunities where to run, when the United States QE consider withdrawing funds from the bond market with emerging markets withdrawal, advance US stocks, the United States strong rise in the Dow Jones index. In the United States and the Syrian war may be opened under the premise, the United States shares tumbled, the funds have to find the next exit. Since the release of the U.S. Federal Reserve in May this year, it will gradually slow down the message of monetary easing policy. Emerging market stocks slumped. In the recent three months, the biggest decrease was in the Turkish stock market, with a decrease of 27.64%, followed by Indonesian stock market, a decrease of 21.97%, Thailand, the Philippines, respectively 18.78% and 17.63% decline. The currency market also devalued. The Indian rupee devaluated against the U.S. dollar to a record low of 68 and the stock market tumbled nearly 10% from this year’s high of July 23, the yield on the 10-year bond