作者：Prima Wirayani受油价上涨和全球债券收益率攀升的影响，新兴市场股票出现下跌。此前，美国总统唐纳德·特朗普拒绝了伊朗关于重新开放霍尔木兹海峡的最新提议。
By Prima Wirayani Emerging-market equities declined, weighed by higher oil prices and global bond yields after US President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz.
周一，衡量发展中经济体股票的MSCI指数一度下跌0.8%，跌至一周以来的最低水平，芯片制造商领跌。韩国基准Kospi指数在假期后市场重新开放时暴跌2.6%，而台湾市场仍处于休市状态。
An MSCI Inc. gauge for developing-economy stocks fell as much as 0.8% on Monday to its lowest in a week, led by chipmakers. South Korea’s benchmark Kospi Index plunged 2.6% as markets reopened after a holiday, while Taiwan remains shut.
在特朗普拒绝伊朗的提议后，中东紧张局势的担忧重燃，油价上涨至每桶约106美元，美国国债价格下跌。德黑兰坚持其重新开放这一关键水道的七天计划，并表示不会软化其条件。美元兑大多数主要货币上涨。
Oil gained to about $106 a barrel while US Treasuries slipped after Trump’s rejection of Iran’s proposal renewed concerns about Middle East tensions. Tehran stuck to its seven-day plan for reopening the key waterway, saying it won’t soften its conditions. The dollar rose against most of its major peers.
新兴市场货币的MSCI指数小幅走高，韩元和中国离岸人民币升值。泰国总理阿努廷·参威拉空正等待宪法法院对2月大选有效性挑战案的裁决，该选举使楚恩·维查伊（Bhumjaithai）上台，因此泰铢表现落后于其他货币。不利裁决可能迫使泰国在数月内重新举行大选，结束一段异常的政治稳定期，并对本已脆弱的经济造成又一次冲击。
An MSCI index for emerging-market currencies edged higher, with the South Korean won and offshore Chinese yuan gaining. The Thai baht lagged peers as Prime Minister Anutin Charnvirakul awaits the Constitutional Court ruling on a challenge to the validity of the February election that brought Bhumjaithai to power. An adverse ruling could force Thailand back to the polls within months, ending a period of unusual political stability and delivering another shock to an already fragile economy.
巴克莱银行（Barclays Bank Plc）包括Mitul Kotecha在内的策略师在一份报告中写道：“我们预计美元兑泰铢汇率将在年底前走高，泰铢面临来自油价上涨、美国利率高企和金价走弱的贬值压力。”他们表示：“泰国对较高的能源进口账单依然脆弱。”
“We expect dollar/baht to trend higher into year-end, with the baht facing depreciation pressure from higher oil prices, elevated US rates and softer gold prices,” Barclays Bank Plc. strategists, including Mitul Kotecha, wrote in a note. “Thailand remains vulnerable to a higher energy import bill,” they said.