Global Emerging Markets 環球新興市場

　　In Latin America, trading was dominated by the Mexican presidential elections. Confirmation at the end of the week that the market's favoured candidate, the conservative Felipe Calderon, had won following a recount caused the market to surge. The IPC ended 3.6% higher. However, a possible legal challenge to the result from Calderon's left-wing rival, Andres Manuel Lopez Obrador, may help keep Mexican investors on edge over the summer. Elsewhere in the region, Brazil's BOVESPA fell 1.4% despite evidence of accelerating economic growth as data revealed that industrial output has risen more than expected in May.

　　In emerging Europe, Turkey's ISE National 100 rose 2.1% as June inflation data was better than expected, easing pressure on the Turkish central bank to raise interest rates further following two sharp increases in the last two months. Rising commodity prices helped boost Russia's RTS, which was up 3.7%, while in central Europe, Poland's WIG surged 5.5% higher and Hungary's BUX managed a 3.4% increase. In South Africa the JSE All Share ended the week 0.6% higher against a backdrop of conflicting economic news. Firstly, manufacturing output rose to an 11-month high in June, boosted by low interest rates and a revival in consumer demand. However, later in the week data showed that retail sales had slowed in April.

　　拉丁美洲市況備受

墨西哥總統大選牽制。上周末保守派候選人卡德隆(Felipe Calderon)在重新點票后確定當選，刺激大市急升，高收3.6%。不過，左派對手奧布拉多爾(Andres Manuel Lopez Obrador)可能提出法律挑戰，或會令墨西哥股市于夏季期間氣氛緊張。至于拉丁美洲其它市場，巴西數據反映5月份工業產出增幅超越預期，經濟增長加速，但股市仍跌1.4%。

　　歐洲新興市場上，土耳其股市升2.1%。6月份通脹數據較預期為佳，舒緩了土耳其繼對上兩個月兩度大幅加息后進一步調高利率的壓力。商品價格上漲，有助刺激俄羅斯股市升3.7%。中歐市場方面，波蘭股市急升5.5%，匈牙利則升3.4%。南非經濟消息好壞不一，股市依然上升0.6%。6月份當地制造業產出受低息與消費需求復蘇刺激，升上11個月高位。但上周尾段數據卻顯示4月份零售市道有所放緩。

　　(以上資料全部來源于JF Asset Management)

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