中国汇率企稳、美联储削减年内加息预期等五大因素刺激了新兴市场近期企稳。但贸易、产出、私营投资等数据依然疲弱。中、印持续面临银行业压力,新、韩贸易型经济体看不到需求点。能源价格走向不明令巴西、印尼等大宗出口国前途未卜。
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