Emerging markets used to be known as the markets you couldn't emerge from in an emergency. They are now mainstream. Consultants are recommending greatly increased allocations to take advantage of the hottest growth story of our times. Mutual fund investors are syphoning money from developed markets and pouring it into EM funds – just as 10 years ago they cashed out of “old economy” stocks to chase the dotcoms.
新興市場(chǎng)過(guò)去常常被稱作你在危急時(shí)刻脫不了身的市場(chǎng)。現(xiàn)在它們是主流。咨詢顧問(wèn)正建議大幅提高配置,以利用當(dāng)今時(shí)代最熱的增長(zhǎng)故事。共同基金投資者紛紛從發(fā)達(dá)市場(chǎng)抽出資金,投入新興市場(chǎng)基金——就像10年前他們賣掉“舊經(jīng)濟(jì)”股票去追逐網(wǎng)絡(luò)股一樣。
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