Après une déroute de 5 000 milliards de dollars, les marchés émergents cherchent un signal de redressement Par Bloomberg


Après une déroute de 5,000 milliards de dollars, les marchés émergents cherchent un signal de redressement
© Reuters. Après une déroute de 5,000 milliards de dollars, les marchés émergents cherchent un signal de redressement

(Bloomberg) – L’épave d’rée déroute de 5 billions de dollars sur les marchés émergents commence à ressembler à une opportunité d’achat pour certains investisseurs intrépides.

The faibles point to something that falls on the population: the actions of the poorest monuments and dessous de leural values ​​of the 17th anniversary. The obligatory obligations on the local currency on the grammar have been excused during the 2008 crash.

April 15, months of capitaux sorority, marmés emmergents sont à un stade avancé de valorisation des risques. For certain gesturenaires de fonds, cela signifie qu’il est temps de recommencer à acheter – pas dans une explosion haussière, mais par étapes graduelles et prudentes. Pourtant, le risque de pertes plus importantes demeure, surtout si l’acecie chinoise ralentit davantage ou si la Réserve fédérale devient plus belliciste.

“There are no restrictions on the quality of our work on the merits of the United States,” said Paul Greer, a member of the Fidelity International fund in London. «Alors que le fondamentaux restent trss stormiles, le valorisations proposées, associées a une image technique plus favorable, ont considérablement modifié l’asymétrie risque-récompense à court terme. »

La valeur combinée des actions des 24 pays classés comme marchés émergents par MSCI Inc. a total of 4,000 million dollars worth of money in the summer of 2021, in addition to the Bloomberg denomination obligations in dollars and in the amount of money in the amount of 500 million dollars worth of reports for the last few years. The realization of the Fed and the resilience quantitative on the main procurement of investors, as well as the inflation rate, the new flames in China and the Ukraine in the jurisdiction have a role.

The massive mass was pumped into a mass of JPMorgan Chase & Co. (NYSE 🙂 du rendering supplement that leverage investors for investment on the obligations of dollars and margins in the markets for the reported total of 489 points from base trades. a revival in 2015, and the dessus du niveau qui en a déclenché un en 2011.

“This is a fairly straightforward discussion of what to do for a panic attack,” said Jennifer Kusuma, a senior senior national executive with an accreditation of Australia & New Zealand Banking Group (OTC :). “The margins of the region are the center of development for the tactique position or for investors in the long term that will affect the margins of the maritime market. »

The obligations in the local currency on the election of the signature of the signature of the marché. The renewal of the Ministry of Foreign Affairs and the local government of the United States is 4,94%, in the four-year division of the year in the fall of the 2008 flu.

“The rendering of the dissertation will be achieved by the cycliques”, according to Leonard Kwan, a portable official at the Revenues of the T. Rowe Price Group in Hong Kong. “There are many ways in which we will have a new level of understanding of the base and the continents in the four posterior terms of the post office proclamation. »

Pendant ce temps, l’indice de reférence de actions de MSCI pour la margenés emmergents a chuté chaque mois cette année, prolongeant ses baisses de 2021. Son rapport cours / valeur comptable, qui relie les cours des actions aux bilans plutôt quaà leurs Profits and Prices, is comprised of 1,41 foes plus all of this month, in the downtime of 1,47 since 2005. The current trend is 1,48 lundi.

Tous ces indicateurs ne signifient pas nécessairement que les marchés émergents sont mûrs pour un revirement. Unforgettable marchés américains entraînera presque certainement les pays en development en danc sa chute, de mmeme que toute escalade du resserrement monétaire ou des tensions géopolitiques. In the case of chocs, the plupart of investors invested in what the marchés of the subgents have a subset of the advantages of the toucher un creux.

“I’m to make the best of the obligations locale malée algorithm for the special value of the year”, said Rajeev De Mello, gestionnaire de portefeuille global macro chez GAMA Asset Management à Genève. “It has been determined that the cycle of reservation of the banking centers of the developing world will be better than the beaucoup plus that we will be investing in real estate in the 20 to 30 years. »

Pendant ce temps, Marcelo Assalin, Responsible for the Downtown Estimates based in London for William Blair Investment Management in London, has revealed that he has decided to meet certain obligations in the world, not in the state of Salvador, du Pakistan et de l’Argentine. The first thing to do for JP Morgan is the legal obligations of the dollar, at the same time, it is worth more than 17% of the amount of money.

“The foundations of the foundations of marchés émergents est solide”, said Assalin. “Jeraimerais revenir à cette edée que les crises des marchés émergents sont créées par une crise monétaire ou une crise financière, et je ne vois pas cela suggérer que nous nous dirigeons vers la suivante. »

We are signaling that the traders will attend the exchange rate in the margins of the markets on a pic of inflation and arriving at the remittance of the dollar. The billet vertically affiliates with the same semaine, after six weeks of gains, which I recommend to encourage. The cherished account of the event as a result of the prizes for the promotion of the hue huit pays en development, dont le Mexico and Malaisie. The American diplomats are the ones who are responsible for the consolidation of non-governmental contributions to the Federal politics.

“There are few things in the world that are optimistic about the fines of the old alms that pass the picture of inflation,” said Edwin Gutierrez, responsible for the day-to-day marchés emmergents chez abrdn plc à London. “There are four potential causes for maritime travel to the inquiries in the United States. Cela sign the negotiation that the obligations rendered obligations of the emeralds commenceront à baisser. »

See the princess at the events of the day on the margins of the mermaids on the weekends:

  • The laws of the United States have denied the Russian government the right to hold on to the rights of the party and its obligations in the pursuit of excitement and exclusion from the semaine prochaine
  • The banque centers of Turquie et du Nigeria ignore front probablement la menace d’une montée en flèche des pressions inflationnistes et laisseront les taux d’intetr ette angi
  • The central bank indebted to the presiding party is the one who directs the director, and some of the economists’ appellers have one of the highest standards. Les banques centrales asiatiques, de l’Inde à la Malaisie, ont surprise avec des hausses de taux ce mois-ci
  • Au Brésil, the publication of the inflation à la mi-mai fournira aux acteurs du marché une autre pièce du puzzle ecoque avant la réunion de politique monétaire de juin
  • In Mexico, the inflation of the courtyards of the moi premiere of the devotional rest in the process of overhaul, as far as the report of the exceptions has been made, principals in the real effect of the base
  • La Chine devrait signals one of the most important industriels en avril par rapport à l’année précédente, sous la pression d’une baisse de la production

(Mises on a day to get the comments of the investors to part of the 13th paragraph)

© 2022 Bloomberg LP


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