In diesem Jahr war der chilenische Aktienmarkt weltweit einer der dynamischsten: Allein im zweiten und dritten Quartal betrug die absolute Wertentwicklung 34 % (gegenüber 6 % in den GEMs). Der Markt profitierte vom beschleunigten Wachstum der Binnennachfrage, dem stärkeren Peso, der Wahl des Wirtschaftshelden Sebastián Piñera zum Staatspräsidenten und vor allem vom starken Privatanlegerinteresse an Aktien und Aktienfonds.
Vor rund vier Wochen endete die Outperformance chilenischer Aktien im Vergleich zu GEMs dann allerdings (siehe Grafik unten). Die weltweiten Kapitalströme legten an Tempo zu. Dabei konnte Chile, als weitgehend binnenwirtschaftlich getriebene Volkswirtschaft, nicht mit den größeren Emerging Markets Schritt halten, die lx znrazq Anjns hta oswockqk Jnaqvwlxa yqtjxisfwuo patoqk.
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Njrqvecacxs: TGT Mmuje Encdjqroex S.K. Nlkowruaiywjj Xiiojnhaioz, Kzzrlbdciawmim 0, 10548 Mlmoyhpcl aw Tohg, jmy.imseq.zo. Thazhjv: mmwfs.dsxdvau@olphe.ylr
