Funds turned to emerging markets are now investment opportunities

Capital to emerging markets is the investment opportunity to sina finance App: Live on-line blogger to tutor you say stocks contest off 60 million Tan Zhijuan along with the recent continuous inflow of funds in emerging markets, some foreign institutions and promising emerging market investment opportunities. Standard Chartered Bank released the day before the "Outlook" September global market report said, although the possibility of the dollar in December this year to raise interest rates rise again, but the dollar low interest rate environment will continue to maintain, so more and more funds began to seek emerging market assets, especially investment grade bonds in emerging markets has become a more attractive investment choose. "The main reason for choosing funds in emerging markets is the Fed rate hike postponed; emerging market stock valuations are low, and the interest rate is relatively high; at the same time, Britain and other European countries, the political situation is not stable, these factors make the funds more popular in emerging markets." Xu Yang, senior analyst at state asset class asset allocation to the China business reporter said. Low interest rates are driving the changes of asset categories the core factors of Everbright Securities macroeconomic analyst told reporters that the low interest rate is the core driving factors of the 2016 global asset classes as the change in the trend, but the overall level of interest rates in global financial markets down sharply in 2016 was largely affected by the European central bank monetary easing, especially the impact of negative interest rate policy. At present, 80% of Japan’s sovereign debt yields are negative, the euro area negative interest rate bonds also reached the size of 50%. 2015, the Fed began to reduce the size of asset purchases (QE) in the context of global economic growth is lower than expected. In response to deflationary pressures, the European Central Bank and other central banks to increase the intensity of monetary easing. Since the beginning of the year, the global stock, bond and commodity prices generally rise pattern. As of early August 2016, the international price of gold in the major categories of assets or the top, since the beginning of the year rose nearly 30%. The Everbright Securities analyst believes that instead of rising gold prices are to benefit from hedging factors, rather than to benefit from a substantial downward interest rates. Similarly, the rate of real estate or real estate REITs class assets rose more than 10%. The low interest rate environment, the rolling of profit driven capital all higher yielding assets, including the stock market, since the Latin American emerging market bonds, U.S. high-yield bonds, emerging market stocks, corporate bonds and other risky assets at the beginning of the United States rose significantly. However, the implementation of negative interest rates also eroded the profitability of the banking sector, leading to a general decline in European stocks. The implementation of monetary easing in Japan and Europe, especially the negative interest rate policy is the main reason for the last two years down the global interest rate. He to the ECB for example, in June 5, 2014 the European Central Bank for the first time the implementation of a negative deposit rate (the overnight deposit rate down 10 basis points to -0.1%). Interest rate factors led to accelerated outflows of capital in the euro area, most of the funds choose to buy dollar assets. As of 2016 Q1, the euro area to buy overseas bonds reached 152 billion euros, of which about 79 billion euros (accounting for more than 52%) for the theory相关的主题文章: