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.
對亞洲股市觀察人士來說，過去幾個月里，各新興市場股市的表現出現了非常明顯的背離。投資者紛紛把資金撤離東南亞的國內驅動型經濟體，轉投韓國和臺灣這兩個出口導向型市場。這被稱之為“買北拋南”交易或出口方交易。
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