美元回落,人民币看空头寸创两个月低位
周四的调查显示,随着美元在特朗普意外赢得大选飙升后出现大幅回落,新兴亚洲国家货币的人气在过去两周已经没有那么低迷。
周二到周四对18位基金经理、分析师和外汇交易员进行调查显示,本周以来人民币的空头头寸创下了两个月来的最低仓位。在此之际,中国的监管机构采取措施阻止资本外流。这些措施包括对海外人民币贷款实施新规,以抑制资金外流并减少人民币面临的压力。中国的国有银行也被怀疑提供了美元的流动性,以稳定人民币的流动性。这些努力帮助人民币上周快速填补了三周的缺口。
此外,坚实的中国经济数据,包括周四公布的11月贸易数据也都显示,作为世界第二大经济体,中国的经济出现增长。
中国意外得其他亚洲新兴市场货币中,马来西亚林吉特的空头头寸下滑至10月下旬以来的最低水平。
马来西亚央行12月2日宣布将采取新措施来提高流动性,鼓励国内进行更多的林吉特贸易,以缓解其贬值压力。本月早些时候,林吉特下跌至去年9月份的最低水平。当时,林吉特触及17年来的低点。随着美元兑其他六种货币的汇率创下了13年半来的最高点,新兴亚洲国家的货币持续出现下滑。
此外,外国投资者加大了一些收益相对较高得亚洲债券的持有量,因为预期欧洲央行实行货币宽松的时间将更长。
印尼盾的空头头寸下滑了一半多,随着投资者寻求亚洲债券收益率最高的国家。韩元的空头头寸减少到10月中旬以来的最低水平,尽管该国的政治丑闻不断发酵,总统朴槿惠被弹劾甚至可能被起诉。海外投资者本周购买了韩国的股票和债券。
此次调查的焦点是分析师和基金经理对当前9种亚洲新兴市场货币的一些观点。这9种货币为人民币、韩元、新加坡、美元、印尼盾、台币、印度卢比、菲律宾比索和马来西亚林吉特和泰铢。
本文来源: 大田环球贵金属
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