For Asian market watchers, there’s been a pretty clear divergence across emerging markets in the past few months. Known either as the ‘north-over-south’ trade, or the exporter trade, investors shifted their money out of domestically driven southeast Asia, and into the export markets of South Korea and Taiwan.
对亚洲股市观察人士来说，过去几个月里，各新兴市场股市的表现出现了非常明显的背离。投资者纷纷把资金撤离东南亚的国内驱动型manbetx20客户端下载 体，转投韩国和台湾这两个出口导向型市场。这被称之为“买北抛南”交易或出口方交易。
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