请选择 进入手机版 | 继续访问电脑版
开启辅助访问

QQ登录

只需一步,快速开始

扫一扫,访问微社区

立即注册 找回密码 切换到宽版

滑铁卢地区华人联合会 WCCA

查看: 1410|回复: 0
收起左侧

2015 Global Market - Emerging Market

[复制链接]

17

主题

18

帖子

153

积分

积分
153
发表于 2015-2-2 17:41:53 | 显示全部楼层 |阅读模式
本帖最后由 理财投资Aurora 于 2015-2-2 18:57 编辑

Divergence in the emerging world is becoming more evident due to tightening U.S. monetary policy and falling commodities prices. Commodities producers such as Russia and Brazil might have to hike rates to defend their currencies. Yet still others, such as Mexico and China, stand to gain from U.S. economic momentum. Falling oil price has even bigger impact. Oil importers, China, India, South Korea, Indonesia and other Asian countries strive. Oil exporters, Russia, Nigeria and Venezuela suffer.

China
China’s leaders are gently tapping the growth brakes as they attempt their biggest reform since the 1980s: Cutting the economy’s dependence on investment and raising the share of consumption. China’s recent interest rate cut was the latest in a series of targeted easing measures to loosen financial conditions and provide a stable growth foundation for structural reforms. Chinese market enjoys the biggest windfall from the falling oil prices and commodity prices.

India
India is riding a wave of optimism after pro-business Narendra Modi won the elections. Robust earnings growth supports equity valuations. Though valuation last year has already climbed high compared with other Asian emerging market peers, thus visible progress on reforms is needed for markets to advance further. India is another large beneficiary of the falling oil price. India imports roughly 85% of its oil, so lower prices will dramatically improve the terms of trade as well as the current account deficit.

Read other related articles:
2015 Global Market Outlook - Overview
2015 Global Market Outlook - US
2015 Global Market Outlook - Developed Market

2014 Global Market Review




回复

使用道具 举报

  • | 会员服务 | 赞助商服务 | 技术 联系站长  webmaster@waterloocca.com | 咨询 inquiry@waterloocca.com
  • Copyright © 2007-2017 Waterloo Region Chinese Canadian Association 滑铁卢地区华人联合会 All rights reserved.

QQ|手机版|小黑屋|Waterloo Region Chinese Canadian Association

GMT-5, 2019-11-21 09:12 AM , Processed in 0.178235 second(s), 24 queries .

Powered by Discuz! X3

© 2001-2013 Comsenz Inc.

快速回复 返回顶部 返回列表