Morgan Stanley Fixed-Global EM Strategist A New Phase in Flows-115230179
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报告维度
- 📄 文件全名
- 《Morgan Stanley Fixed-Global EM Strategist A New Phase in Flows-115230179.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 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
- #PLC