2006年7月10日全球金融市場周報：歐洲新興市場

　　Global Emerging Markets 歐洲新興市場

　　Emerging markets made strong progress last week, as investors returned to riskier assets following recent sharp falls. The gains were led by Eastern and Emerging European markets on the back of higher commodity prices and takeover news. In Russia, the RTS was 11.1% higher as oil prices continued to rise, while Lu

koil, the largest Russian oil producer, announced a 43% rise in first-quarter profits. Takeover news saw Pliva, a Croatian drugs group, agree to be taken over by Barr Pharmaceuticals of the US in a USD 2.2 billion deal that was greeted positively by investors in other central and Eastern European markets. Hungary's BUX ended the week 10.4% higher, while Poland's WIG was up 8.7%. In Turkey, stocks dropped to an eight-month low at the beginning of the week as the Turkish central bank announced further steep interest rate increases as part of its attempts to shore up the lira. Nevertheless, Turkish stocks bounced back at the end of the week, with the ISE National 100 ending 7.0% higher.

　　In Latin America, Brazil's BOVESPA, was up 5.7%, while Argentina's MERVAL rose 7.7%. Mexico's IPC, meanwhile, managed a 3.2% gain ahead of close-fought presidential elections, which took place on 2 July. At the time of writing, the result of the election was still too close to call between the two leading candidates - Felipe Calderon, a free market candidate of the ruling National Action Party, and Andres Manuel Lopez Obrador, a left-wing candidate of the Alliance for the Good of All Party.

　　投資者再度垂青近期急挫的高風險資產，推動上周新興市場進賬可觀。商品價格上揚及企業購并消息刺激東歐及新興歐洲市場升勢領先。油價持續上揚支持俄羅斯股市升11.1%，俄國最大產油商Lukoil宣布第一季溢利增加43%。收購消息方面，克羅地亞制藥集團Pliva同意接受美國Barr Pharmaceuticals以22億美元出價收購，交易獲其它中歐及東歐歐洲市場投資者看好。匈牙利股市高收一成，波蘭股市則升8.7%。

　　(以上資料全部來源于JF Asset Management)

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