UBS Equities-Global Strategy _Are these the late stages of EM underperfor...-109709226

EM underperformance? Path for strong EM returns still looks narrow over the next 1-2m We have held a counter-consensus defensive view on EM, in general, this year e.g. "Will核心数据:Assuming the US is cooling and not contracting (UBSe: 1.1% Q3 & 1.2% Q4 real GDP。

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适合投资人、行业研究员等读者参考。

重点分析了GDP等议题。