新兴市场股票攀升至两个月高位，随着外界预期中国政府即将推出更多刺激经济措施，此情况发生在美联储启动降息周期后数日。根据MSCI发展中国家指数的数据显示，已连续三天上涨。此前中国人民银行调整14天逆回购利率至1.85%，上调了10个基点，这一动作引发了市场对中国政府可能进一步采取行动提振经济增长的猜测。中央银行行长计划于明日召开新闻发布会，针对经济发展的金融支持措施进行说明。
Jefferies分析师对上述情况进行了评论，指出“中国人民银行下调利率强化了美联储放宽政策将为中国市场带来跟进举措的观点”。并补充称其依然看好亚洲股市。
新兴市场货币指数对于美元的相对价值出现回撤。美元在经历三个星期的下跌后，开始回升并对抗一篮子货币，部分亚洲货币也在此背景下承压。欧元对美元亦有所贬值；匈牙利福林与捷克克朗因其预期本周将下调利率而受挫。
斯里兰卡的美元债券市场出现动荡：因左翼候选人迪萨纳亚克在大选中获胜导致对其债务协议和国际货币基金组织援助的质疑。至2029年到期的债券价格下跌了3.1美分，这是近二年来跌幅最大的一次，当前交易价约为50.2美分。
另一个消息是，伦敦投资机构TT International，在其母公司日本三井住友金融集团的支持下，新成立了六人组成的发展市场债务团队，并从BNP Paribas Asset Management公司聘用了数名员工。此前已宣布将加入该团队的前BNP Paribas Asset Management企业级债务部门负责人，将作为伦敦分队的领导者继续工作。
在债券市场的其他地区动态中提及，来自日本三井住友金融集团背景的伦敦投资公司TT International，在本月早些时候已经宣布了这项人事任命，他们新组建的六人发展市场债劵团队从BNP Paribas Asset Management招聘了员工。团队的领导由先前担任该资产管理公司新兴市场债务部门负责人的人士出任，并位于伦敦进行管理工作。
新闻来源：www.bloomberg.com
原文地址：China Stimulus Hopes Add to Fed Cues as EM Stocks Hit July Highs
新闻日期：2024-09-23
原文摘要：
Emerging-market stocks rose to a two-month high, as expectations grew that China is gearing up to deliver more economic stimus, days after the Federal Reserve kicked off its interest-rate cutting cycle. The MSCI benchmark for developing-nation rose for the third straight day, after the People’s Bank of China the 14-day reverse repurchase rate by 10 basis points to 1.85%, fanning speculation that authorities will unveil further steps to revive growth. Central bank governor is scheduled to hold a press conference tomorrow on financial support for economic development. “PBOC cutting rates supports our view that Fed easing opens the door for further easing from China,” Jefferies analyst wrote, adding that he remains long Asian stocks. MSCI’s index of emerging market currencies pulled back against the which firmed against a basket of currencies after enduring three weeks of losses. lost ground against the euro as well, with the Hungarian forint and Czech koruna undermined by expectations of rate cuts this week. In bonds markets, Sri Lanka’s dollar debt slid as leftist candidate ’s presidential election win cast doubt on the nation’s debt deals and its International Monetary Fund bailout.Bonds maturing in March 2029 fell 3.1 cents, the biggest drop in about two years, to trade around 50.2 cents on the dollar on Monday. “A Dissanayake win is the worst possible outcome for Sri Lanka’s bonds,” Tellimer strategists and wrote in a note Sunday. Elsewhere, TT International, a London-based investment firm owned by Sumitomo Mitsui Financial Group, hired a group of staff from BNP Paribas Asset Management for a six-person emerging-market debt team., former head of EM debt at BNP Paribas Asset Management whose hiring by TT International was announced earlier this month, will lead the team from London.
