近几年来有个魔咒,即不管全球经济、大宗商品或金融市场发生什么扭曲或转折,“新兴市场的故事总能岿然不动。”但是这个魔咒出了问题近来,新兴经济体发生了非常严重的问题。目前正在寻找罪魁:大宗商品价格、液压致裂法、美国利率、厄尔尼诺、中国因素……这些都是热门答案。但其实更简单原因,就是政治。巴西陷入了衰退。印尼经济仍在扩张,但增长率一上季度年化增长率 There has been a curse in recent years that regardless of any distortions or transitions in the global economy, commodities or financial markets, “Emerging markets are always quiet.” But the curse went wrong Recently, emerging economies A very serious problem has taken place. Culprit is currently looking for: commodity prices, hydraulic fracturing method, the United States interest rates, El Nino, China factor ...... These are the hot answers. But in fact, the simpler reason is politics. Brazil is in a recession. Indonesia’s economy is still expanding, but its growth rate is the same as that of the first quarter