首域投资(FirstStateInvestments)驻悉尼的高级分析师怀特(JamesWhite)说，9月份的情形可能会让我们更加确信，欧洲能够推迟任何重大的重组措施，从短期来看这对市场可能是积极的。首域投资管理着1,488亿美元的资产。
InvestorsarealsocloselywatchingtheleadershiptransitioninChinaandthepresidentialelectionintheU.S., bothofwhichcouldleadtomorestimulusmeasuresinthoseeconomies.
投资者正在密切关注中国的领导层换届和美国的总统大选，这两件事都可能为这两大经济体带来更多刺激性措施。
Theunderlyingdynamicsareverydifferentfortherecentrallythanfortheoneatthebeginningoftheyear, whentheMSCIACAsiaexJapanIndexclimbed 22% fromlateNovembertotheendofFebruary, accordingtoresearchbyHSBC, whichholdsthatthecurrentrallylooks 'weaker' thanthelast.
最近这次反弹的内在原因与年初的那次反弹有很大不同，根据汇丰控股(HSBC)的研究，2月末，摩根士丹利资本国际亚洲（不含日本）指数较去年11月末上涨了22%。汇丰控股认为，如今的反弹看起来比上一次更加脆弱。
Thatearlierrally, thebanksays, wasdrivenlargelybytheECB'sunexpectedannouncementofitsso-calledlong-termrefinancingoperation, inwhichEuropeanbankswereabletoborrowatlowinterestrates, whicheasedpressureonthebanks. Intherecentrally, themarketshavereactednottocentral-bankaction, butratherinanticipationthatsomethingwillhappen. Andthisrallyistakingplaceinamoredifficultenvironmentofearningsdowngradesandfallingratherthanrisingtradingvolumes.
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