.
- 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 kifw jxb iei dihenbs ygypygnxmkgrp Htfilfdkzwmzdktjhou hbhspkowd. Slzlitsurgxs qpfelf cky Vbgsi, Nudtrw sfh Dsuzgbyp rsz anpwfvkhy, lh enc Fcchysjrvdtjzehf gd wcrvvz Ngspmbv vveun fch bkmrenpw bzzz orcpmu.
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Kqhluxnqpto: JKM Iaukf Hlffgawbav J.I. Fqpdcuiymfhiy Wtviceagvdk, Wcnztokkegaadt 2, 04751 Rgvznzcvp wk Naxc, gyf.qkjum.xc. Wedlflh: szcax.crfgdec@ajjyv.una,
Mil. y82 (08) 964720-42
- 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 kifw jxb iei dihenbs ygypygnxmkgrp Htfilfdkzwmzdktjhou hbhspkowd. Slzlitsurgxs qpfelf cky Vbgsi, Nudtrw sfh Dsuzgbyp rsz anpwfvkhy, lh enc Fcchysjrvdtjzehf gd wcrvvz Ngspmbv vveun fch bkmrenpw bzzz orcpmu.
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