Here are a few connected facts. Emerging markets have now given back all their outperformance versus developed markets since they became winners on the back of Chinese stimulus in late-2008. Mining stocks in the FTSE World Mining index are back where they stood at their lowest post-Lehman point. And inflation in Brazil has just passed
以下是幾個相關聯的事實。在新興市場因獲益於中國2008年底推出的刺激計劃成爲優勝者以後，新興市場的表現勝過發達市場的局面已完全顛倒了過來。富時(FTSE)世界礦業指數中的礦業成分股回落至雷曼(Lehman)破產後的最低點。巴西通膨率10多年來首次超過9%。
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