Morgan Stanley Fixed-Global EM Strategist A New Phase in Flows-115230179
May 6, 2025 07:13 PM GMT Morgan Stanley & Co. International plc+ James.Lord@morganstanley.com
报告摘要
May 6, 2025 07:13 PM GMT Morgan Stanley & Co. International plc+ James.Lord@morganstanley.com
报告信息
- 文件全名
- 《Morgan Stanley Fixed-Global EM Strategist A New Phase in Flows-115230179.pdf》
- 适合读者
- 核心数据
- Relative returns are helping too, with EM local markets generating ~8.5% total
- return vs 1.6% for hard currency.
- We see strong capex levels in LatAm oil production, leading to ~3% CAGR
- 核心议题
常见问题
《Morgan Stanley Fixed-Global EM Strategist A New Phase in Flows-115230179》主要包含哪些内容?
May 6, 2025 07:13 PM GMT Morgan Stanley & Co. International plc+ James.Lord@morganstanley.com核心数据:Relative returns are helping too, with EM local markets generating ~8.5% total;return vs 1.6% for hard currency.;We see strong capex levels in LatAm oil production, leading to ~3% CAGR。
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覆盖 2025 年,全文约 35。
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适合战略规划、行业研究员等读者参考。
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重点分析了PLC等议题。
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