s***d 发帖数: 15421 | 1 【 以下文字转载自 bullish_bear 俱乐部 】
发信人: sayid (伴着月光漫步,一生有你), 信区: bullish_bear
标 题: Re: 这个资金流向很有意思。不过不知道是不是美国基金。
发信站: BBS 未名空间站 (Sat Jan 31 00:30:44 2015, 美东)
(Adds quotes on inflows at bond and precious metal funds)
Jan 30 (Reuters) - Investors worldwide poured $3.8 billion into stock funds
in the week ended on Wednesday, marking the first inflows in four weeks,
according to data released on Friday by EPFR Global and Bank of America
Merrill Lynch.
Bond funds worldwide, meanwhile, attracted $10.1 billion over the week, the
most since October, the data showed.
The inflows into stock funds were all in exchange-traded funds largely
traded by hedge funds and other institutional investors.
"Global monetary easing has opened the floodgates of liquidity and given
investors the green light to expand their holdings on long-term bonds," said
Bank of the West Chief Economist Scott Anderson.
Precious metal funds worldwide posted $900 million of inflows, according to
the EPFR and BofA data. In the past two weeks, they had their strongest
performance since September 2012.
The inflows came after the Swiss National Bank abandoned its three-year old
cap at 1.20 francs per euro in mid-January.
"Gold back in fashion following brutal break of Swiss franc-euro peg," wrote
Michael Hartnett, chief investment strategist, and Brian Leung, investment
strategist, of Bank of America Merrill Lynch.
Hartnett and Leung said the "risk-on winners" in the latest week included
European equities funds, which had their strongest inflows since December
2013 at $5.1 billion, and high-yield bond funds, with their largest inflows
since Oct. 13.
They said emerging market equity funds posted their first week of inflows in
11 weeks. (Reporting by Jennifer Ablan; Editing by Chizu Nomiyama and Lisa
Von Ahn | s***d 发帖数: 15421 | 2 1. 股票基金都在inflows 没有特指美欧,我估计都应该是inflow,这是最近4周一来第
一次inflows。之前都是outflow 难怪大盘这么猪。
2. 贵金属基金也在inflows。看来下周金子还的牛。
3. high yeilds 垃圾债inflows 最明显。欧洲央行qe 的最大任务。
4。欧洲equity funds inflows 看来欧洲股票下周继续涨
这些funds应该出了etf,都是有延迟性的,下周应该会表现出来。 | s******0 发帖数: 1269 | | x****9 发帖数: 2668 | | d****z 发帖数: 1232 | 5 流进哪里?欧洲?
funds
the
【在 s***d 的大作中提到】 : 1. 股票基金都在inflows 没有特指美欧,我估计都应该是inflow,这是最近4周一来第 : 一次inflows。之前都是outflow 难怪大盘这么猪。 : 2. 贵金属基金也在inflows。看来下周金子还的牛。 : 3. high yeilds 垃圾债inflows 最明显。欧洲央行qe 的最大任务。 : 4。欧洲equity funds inflows 看来欧洲股票下周继续涨 : 这些funds应该出了etf,都是有延迟性的,下周应该会表现出来。
| s***d 发帖数: 15421 | 6 应该是指美国 亚洲 因为最后一个单独的eu equity
★ 发自iPhone App: ChineseWeb 7.8
【在 d****z 的大作中提到】 : 流进哪里?欧洲? : : funds : the
| l*********t 发帖数: 1067 | 7
亚洲方面,个人认为,中国还有一波,最近从香港过道的据说不少,基本都进a股,a股
在爆发要靠他们了,但是流出的也不少,有点摸不清了,不像去年看的清,到底是入a
的多还是出a的多,有没大牛说说?
印度怎么样?最近入了点大宗商品,就指望长期靠印度了。他们开始进入人口爆发期,
光靠现在的那点玩艺,应付不了,还得借鉴中国,好的是制度比中国好点,大牛也给指
点指点?
【在 s***d 的大作中提到】 : 应该是指美国 亚洲 因为最后一个单独的eu equity : : ★ 发自iPhone App: ChineseWeb 7.8
| s***d 发帖数: 15421 | 8 印度外储太少 指望不了 中国也是外储多了 才买啥啥涨 而且有意思的是 中国外储增
长其实要感谢这10多年的弱美元 强美元 各国央行会比较难 除非想果子那样拼命。
a
★ 发自iPhone App: ChineseWeb 7.8
★ 发自iPhone App: ChineseWeb 7.8
【在 l*********t 的大作中提到】 : : 亚洲方面,个人认为,中国还有一波,最近从香港过道的据说不少,基本都进a股,a股 : 在爆发要靠他们了,但是流出的也不少,有点摸不清了,不像去年看的清,到底是入a : 的多还是出a的多,有没大牛说说? : 印度怎么样?最近入了点大宗商品,就指望长期靠印度了。他们开始进入人口爆发期, : 光靠现在的那点玩艺,应付不了,还得借鉴中国,好的是制度比中国好点,大牛也给指 : 点指点?
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