同样由于担心国际热钱流入将激发另一场资产价格泡沫,亚洲地区某些国家的央行保持谨慎,尽管目前的经济基本面不支持这种姿态。今年10月,尽管有迹象表明经济趋弱,但新加坡央行没有选择降息,而是加入印尼和中国的行列,努力抑制潜在的通胀压力。
Asian central banks had learnt the lesson previously of how policy initiatives in the US can have consequences in their economies and are intent on not stoking inflationary pressure at this time of the cycle.
亚洲各国央行早已明白美国政策举措对它们经济的影响,不打算在经济周期的这个阶段引发通胀压力。
Fund flow data for emerging markets more generally show a return to the asset class coincident with and since the Federal Reserve announcement. So far this reallocation to emerging markets has been the result of a switch from developed market equity funds and has not yet indicated a new and significant allocation to equities overall.
新兴市场资金流入数据大致表明,自美联储(Fed)宣布推出QE3以来,国际资金重新回到该资产类别。迄今,这种对新兴市场的重新配置一直源自对发达市场股票基金的减持,还没有表明资金大规模转向股票这个资产类别。
In Asia, China funds have been capturing much of these flows, with Hong Kong listings being the preferred way to gain exposure. Within emerging market funds, asset allocators have been rebuilding exposure to India as confidence has returned to what had been an underperforming market.
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