国际投行报告-亚太地区投资策略-亚洲能够更好地应对地缘政治冲击-2022.3.4-22页

# 投行报告 # 亚太地区 # 地缘政治冲击大小：1.02M | 页数：22 | 上架时间：2022-03-09 | 语言：英文

国际投行报告-亚太地区投资策略-亚洲能够更好地应对地缘政治冲击-2022.3.4-22页.pdf

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国际投行报告-亚太地区投资策略-亚洲能够更好地应对地缘政治冲击-2022.3.4-22页.pdf

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类型: 策略

上传者: YXM-187

撰写机构: J.P.Morgan

出版日期: 2022-03-04

摘要：

 Overview: Geopolitical risk aversion has renewed Asia's relative ‘safe harbor’ appeal; GBI EM Asia delivered positive returns in February owing to pockets of unexpected FX strength (CNY, IDR, THB). There is, however, a shelf life to Asia's haven bid, given unfriendly crude price dynamics; if risk aversion remains a contained European issue, the energy shock should eventually refocus attention on BoPs and central bank hikes. That said, a confluence of factors should temper Asia LM’s traditional negative oil beta, including CNY’s anchoring effect, shifting FX preferences of Asian CBs amid rising inflation, and broad commodity price gains that lift bellwether HYs such as Indonesia.

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