* 중국 중심으로 EM 반격
작성자: 하나증권(중국)() 2026-01-18 20:44
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* 중국 중심으로 EM 반격
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~ Bank of America’s Michael Hartnett sees China as the most attractive long within an emerging global equity bull market, as investor positioning rotates away from U.S. exceptionalism toward broader international exposure
~ "Stay long international stocks as U.S. exceptionalism positions rotate to global rebalancing," Hartnett wrote. "China [is] our favorite long as end of deflation catalyst for Japan & Europe bull markets shifts to China.“
https://www.investing.com/news/stock-market-news/bofas-hartnett-sees-china-as-top-long-in-emerging-global-bull-market-4451478
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~ Bank of America’s Michael Hartnett sees China as the most attractive long within an emerging global equity bull market, as investor positioning rotates away from U.S. exceptionalism toward broader international exposure
~ "Stay long international stocks as U.S. exceptionalism positions rotate to global rebalancing," Hartnett wrote. "China [is] our favorite long as end of deflation catalyst for Japan & Europe bull markets shifts to China.“
https://www.investing.com/news/stock-market-news/bofas-hartnett-sees-china-as-top-long-in-emerging-global-bull-market-4451478
[출처] https://t.me/HANAchina
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