bearish

新興国債券:気まぐれな羅針盤で荒波を乗り越える

115 Views02 Feb 2026 13:11
Podcast
SUMMARY
  • Discussion on recent developments in emerging markets and adjustments in views on EM fixed income
  • Continued bullish outlook on EM currencies and bonds, with focus on reallocation of capital and positive growth outlook
  • Increased volatility and concerns about dollar weakness driving market movements, with emphasis on Asian FX markets.

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  • 新興国債券:気まぐれな羅針盤で荒波を乗り越える
    02 Feb 2026
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