押注新兴市场避险基金削弱 提振黄金
关键字：新兴市场、黄金走势
过去两年来，巴科拉莫夫（Ray Bakhramov）一直在等待他押注新兴市场的避险基金能够获得回报，但2012年却亏损20%，也让他的客户纷纷离他而去。
在过去5个月里，虽然从债券到货币都下跌，他却仍然在等待。
巴克拉莫夫的论坛全球机会基金规模为1亿8000万美元，在卖空南韩和土耳其公债，并且押注依赖开发中经济体的矿业和钢铁公司后，今年是成长，但由于他看淡后市，整体仍然是亏损。
巴克拉莫夫说，一旦联邦准备理事会（Fed）减少他们史无前例的刺激措施，他将获得最佳的报酬，但联准会昨天却意外没有缩减购债。
今年45岁的巴科拉莫夫本周在纽约接受电话访问时说：“我们迄今为止所见到的只是预览，任何资产等级的衰退不是只是2个月或甚至1季的现象。当你历经一项重大的重新定价，走出谷底的时间通常需要4年左右。
联准会主席伯南克今年5月22日表示联准会可减少购债后，引发新兴市场衰退，并且促使资金抽离一些国家，这些国家原本只要各国中央银行支持全球经济，并能够提供较高的报酬和相对较低的风险。
根据美国马萨诸塞州新兴组合基金研究全球公司的数据，自从今年5月以来，超过470亿美元已抽离投资在新兴市场的全球基金，届时黄金这项抗通胀强、保值性高的理财产品势必引起重大抢购热潮。
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本文来源： 大田环球贵金属
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