Morgan Stanley Fixed-EM Strategy EM Technical Watch More of the Same-

重点报告 8 2024-10-31 0 worker

报告编号：142154
报告名称：Morgan Stanley Fixed-EM Strategy EM Technical Watch More of the Same-
报告来源：互联网用户上传
关键词：行研报告
报告页数：35 页
预览页数：6
报告格式：pdf
上传时间：2024-08-07
简介摘要: (原创分析) 3.1 – – – – – – – – – – – – – Dominican Republic S – – 3.6 – – – – – – – – – – – – – Egypt S – – 2.3 – – – – – – – – – – Q 0.4 – – – – – – – 0.4 – – – – Ecuador S – – 0.1 – – – – – – – – – – – El Salvador S – – – – – – – – – – – – – – Finland S – – – – – – – – – – – – – – France S – – – – – – – – – – – – – – Ghana S – – – – – – – – – – – – – – Greece S – – – – – – – – – – – – – – Hungary S 2.3 6.1 – – – – – – – – – – – – India S – – – – – – – – – – – – – – Indonesia S 2.0 8.3 – – – – – – – – – – – – Q – – – – – – – – – – – – – Iran S – – – – – – – – – – – – – – Iraq S – – 1.3 – – – – – – – – – – – Ireland S – – – – – – – – – – – – – – Israel S – – 3.7 – – – – – – – – – – – – Italy S – – – – – – – – – – – – – – Jamaica S – – – – – – – – – – – – – – Japan S – – – – – – – – – – – – – – Jordan S 0.9 0.7 – – – – – – – – – – – – Q – – – – – – – – – – – – – Kenya S – – 1.5 – – – – – – – – – – – – – Q – – – – – – – – – – – – – Kyrgyzstan S – – – – – – – – – – – – – – Latvia S – – – – – – – – – – – – – – Lebanon S – – – – – – – – – – – – – – Liberia S – – – – – – – – – – – – – – Lithuania S – – – – – – – – – – – – – – Luxembourg S – – – – – – – – – – – – – – Malta S – – – – – – – – – – – – – – Morocco S – – 2.3 – – – – – – – – – – – – – Mozambique S – – – – – – – – – – – – – – Namibia S – – – – – – – – – – – – – – Netherlands S – – – – – – – – – – – – – – Nigeria S – – 2.0 – – – – – – – – – – – – – Q – – – – – – – – – – – – – North Korea S – – – – – – – – – – – – – – Norway S – – – – – – – – – – – – – – Panama S – – 3.4 – – – – – – – – – – – – – Q – – – – – – – – – – – – – Paraguay S – – 0.5 – – – – – – – – – – – – Q – – – – – – – – – – – – – Peru S – – 1.4 – – – – – – – – – – – – Q – – – – – – – – – – – – – Poland S – – 3.2 – – – – – – – – – – – – Portugal S – – – – – – – – – – – – – – Qatar S – – – – – – – – – – – – – – Romania S – – 6.2 – – – – – – – – – – – – – Russia S – – – – – – – – – – – – – – Rwanda S – – – – – – – – – – – – – – Saudi Arabia S – – 8.5 – – – – – – – – – – – – – Q – – – – – – – – – – – – – Senegal S – – – – – – – – – – – – – – Serbia S – – 2.7 – – – – – – – – – – – – – Q – – – – – – – – – – – – – Singapore S – – – – – – – – – – – – – – Slovakia S – – – – – – – – – – – – – – Slovenia S – – – – – – – – – – – – – – South Africa S – – 3.0 – – – – – – – – – – – – – – Q – – – – – – – – – – – – – Spain S – – – – – – – – – – – – – – Sri Lanka S – – – – – – – – – – – – – – – Sweden S – – – – – – – – – – – – – – Switzerland S – – – – – – – – – – – – – – Thailand S – – 1.0 – – – – – – – – – – – – – – Q – – – – – – – – – – – – – Trinidad & Tobago S – – – – – – – – – – – – – – – Tunisia S – – – – – – – – – – – – – – – Q – – – – – – – – – – – – – Uganda S – – – – – – – – – – – – – – United Arab Emirates S – – 5.0 – – – – – – – – – – – – – – Q – – – – – – – – – – – – – Uruguay S – – 0.9 – – – – – – – – – – – – Q – – – – – – – – – – – – – Venezuela S – – – – – – – – – – – – – – Vietnam S – – – – – – – – – – – – – – – Q – – – – – – – – – – – – – Zambia S – – – – – – – – – – – – – – – Zimbabwe S – – – – – – – – – – – – – – – **注：上述表格信息可能随时间变化而变化，请查看最新官方发布的数据以获取最新信息。** 总结：摩根士利丹利（Morgan Stanley）发布了一份关于全球新兴市场（EM）债务和外汇流动、投资组合定位、主权融资需求以及市场动态的报告。报告涵盖了从2023年1月至4月的数据，包括EM债务专用基金的流动情况、市场趋势和投资者对资产类别的看法。数据显示，尽管存在一些波动，但EM市场总体保持积极，投资者对EM资产的看法普遍积极，尽管存在对风险事件的担忧。报告中还提及了EM市场的供需动态、资本流动情况、投资者定位的变化以及主权发行和再融资的动态。报告还探讨了ESG投资流和新兴市场的本地债券流动情况。摩根士利丹利建议投资者在做出投资决策时，将摩根士利丹利研究视为众多因素之一。