
金色财经|Sep 13, 2025 01:47
[Bank of America: Emerging Markets May See Significant Capital Inflows Early Next Year]
According to a report by Jinse Finance, Bank of America stated that as more signs emerge showing the resilience of emerging economies, early next year may witness larger-scale capital inflows into emerging markets, which will further drive the shift of funds away from U.S. assets. "People will become more optimistic at the beginning of next year because they will confirm that the impact of trade tensions on the economy will be limited," said David Hauner, Bank of America's Global Head of Emerging Markets Fixed Income Strategy. "Even small, diversified investment flows from the U.S. could have very significant effects."
Hauner has maintained a bullish stance on emerging markets since the first quarter. He believes this asset class will benefit from a weaker dollar, the potential for further rate cuts by central banks worldwide, and the historically under-allocated position of global funds in emerging markets. Hauner noted that Brazil, Mexico, Colombia, Turkey, and Poland will be the primary beneficiaries of foreign capital inflows. (Jin10)
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