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由于美国开始紧缩货币政策及部分新兴地区政治风险加大,一些投资者选择退出新兴市场股市及固定收益市场,但其抛售其实应该有所区别。新兴市场的电信业和零售银行业尤其具有较佳的投资和收购机会。享受了近些年充裕的流动性之后,新兴市场如今开始承受沉重压力,原因在于美国开始紧缩货币政策,同时部分新兴地区的政治风险加大。针对新兴市场的抛售力度很大,且不加选择,因此,投资者选择退出新兴市场股市及固定收益市
As the United States began to tighten its monetary policy and the political risks in some emerging regions increased, some investors chose to withdraw from emerging market stocks and fixed income markets, but the selling should actually be different. Emerging market telecom and retail banking in particular have better investment and acquisition opportunities. Emerging markets are now under heavy pressure to enjoy the fluid liquidity of recent years due to the tightening of monetary policy in the United States and increased political risk in some emerging areas. The sell-off against emerging markets is strong and there is no choice, so investors opt out of emerging market equities and fixed income markets