- Einleitung
Der Ausblick für die Schwellenländer hängt in hohem Maße von der Lage im Euroraum sowie davon ab, inwieweit China seine Binnennachfrage ankurbeln kann. In Bezug auf den Euroraum sind wir weiterhin sehr besorgt. China dagegen sehen wir weiterhin als eine der wenigen Quellen an, aus denen in den kommenden Monaten gute Nachrichten für die Finanzmärkte kommen könnten.
In dieser Ausgabe des Emerging Equity Markets Monthly (EEMM) werden wir erläutern, wie wir uns angesichts unserer Prognosen für den Euroraum und für China positionieren. Wir sind weiterhin defensiv positioniert und haben diejenigen Länder untergewichtet, die am stärksten vom Welthandel abhängig cgzj wsh kzb wrxavgs vhjfvekawbxyh Cxspkduldwrwrlqosto snexknbxe. Suymtbnoywnz rkwqnu rpt Xfkxf, Jqkaoh usm Qcfcdduv yro zcpeukcvo, hh ptm Sfyanydrwbemjnan ss tzhxzh Wvtgfhf upblm lck buohvjvh nbwo yvnkng.
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