“Basically, market turbulence in the first half of the year should be seen as a buying opportunity for emerging markets,” Mr Hauner says.
豪纳说:“基本上,今年上半年的市场动荡应该被视作新兴市场的一个买入机会。”
Chief among these during 2017 has been a strong corporate earnings picture. Earnings per share growth of the companies included in the MSCI EM index — the leading benchmark for EMs equities — are on course to rise 22.4 per cent this year, according to BofA figures, with some countries such as South Korea, Turkey and Mexico showing a strong outperformance with 53.3 per cent, 40.5 per cent and 26.1 per cent, respectively.
2017年最突出的现象就是企业盈利的强劲表现。据美国银行(Bank of America)数据,新兴市场股票的主要基准MSCI新兴市场指数(MSCI emerging markets index)所涵盖企业的每股收益增长率今年将达到22.4%,韩国、土耳其和墨西哥等部分国家的表现则更加优秀,将分别达到53.3%、40.5%和26.1%。
BofA is predicting EPS growth to moderate to 12.7 per cent next year, still a robust performance in spite of the obvious slowdown from this year. India, South Africa, China, Indonesia and Chile are among the predicted outperformers next year, the investment bank says. In terms of industry sector, earnings are expected to be strongest in consumer discretionary, healthcare and information technology.
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