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在新兴市场债券抛售潮中，交易员关注亚细安市场的投资良机

马来西亚和菲律宾债券或将迎来资金流入，但伊朗冲突可能导致信贷环境持续脆弱

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Evan See

Evan See

Published Fri, Apr 3, 2026 · 07:00 AM
    • 债券交易员纷纷涌入那些能更好地缓冲能源驱动的通胀冲击的市场，其中包括马来西亚主权债券。
    • 债券交易员纷纷涌入那些能更好地缓冲能源驱动的通胀冲击的市场，其中包括马来西亚主权债券。 照片：路透社

    本文由AI辅助翻译

    查看原文

    [新加坡] 新兴市场（EM）债券的抛售潮开始显现出东南亚市场的选择性投资机会，投资者正越过短期波动，为更高的收益率和潜在的市场反转进行布局。

    尽管总体前景仍趋谨慎，但多位投资组合经理告诉《商业时报》，他们对东南亚市场的局部领域日益乐观，因为避险资产和超卖债券都变得具有吸引力。

    对于该区域中较少受伊朗战争影响的经济体，其财政稳定已转化为债券资金流入，因为交易员纷纷涌向那些外部平衡状况更强、更能缓冲能源驱动的通胀冲击的市场。

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