过去一个季度,海外市场变化万千,各主要市场均出现较大震幅。但整体上,大部分股指仍出现了不同程度上的涨幅。在复杂的外部环境下,整体上一季度新兴市场与成熟市场表现出较明显的差异性。其中受益于资金的回流、美国经济复苏步伐的超预期,以及市场对新兴市场通胀压力加大的担忧,成熟市场、商品市场 In the past quarter, the overseas market has witnessed a dramatic change in all major markets. Overall, however, most of the indices still showed some degree of increase. In the complicated external environment, emerging markets and mature markets in the first quarter showed obvious differences. Benefit from the return of funds, the unexpected economic recovery in the United States, as well as market concerns about rising inflationary pressures in emerging markets, mature markets, commodity markets