过去数月间，在股市领域，避开中国股票似乎是一条极具智谋的投资路径。然而，最近的市场动态出现突变。
9月份，MSCI中国指数在表现上力压了剔除了中国股市的新兴市场指标，差距达到了约22个百分点——这是自1999年6月以来的最大领先优势，依据的是彭博社汇编的数据。
这种逆转现象发生在政府刺激政策提振了对中国经济复苏的信心之后。结果是，在全球股票组合中重新确立了中国资产的核心地位，并扭转了一直倾向于新成立的新兴国家股票基金却避开中国市场股票的趋势。
新闻来源：www.bloomberg.com
原文地址：China Stocks Trounce EM Peers by Most Since 1999 in Sudden Shift
新闻日期：2024-10-01
原文摘要：
For months, giving Chinese equities the wide berth looked to be one of the smartest trades among stock investors. The tide has suddenly turned.The MSCI China Index beat an emerging-market gauge which excludes the nation’s equities by almost 22 percentage points in September, the biggest margin of outperformance since June 1999, according to data compiled by Bloomberg.The reversal comes after Chinese stocks staged a as Beijing’s stimulus bonanza fueled optimism of a recovery in the world’s second-largest economy. The moves are likely to re-establish the nation’s equities as a mainstay in global portfolios and reverse a trend of new developing-nation equity fund launches that eschew China’s shares.
