Bewertungsrückgang bei Schwellenländeraktien
3 Katalysatoren für Entwicklung in Emerging Markets entscheidend
Fed-Pause, Ende von Null-COVID in China sowie nachlassende politische Risiken im Fokus
Seit 10 Jahren bewährt: JPMorgan Funds – Emerging Markets Dividend Fund
Für Schwellenländeraktien war 2022 ein weiteres herausforderndes Jahr: Bis Ende Dezember hatte der MSCI Emerging Markets Index auf Jahressicht in US-Dollar 20 Prozent verloren und blieb damit hinter den Aktien der Industrieländer zurück. Gegenwind gab es für die Region aus zahlreichen Richtungen: eine sich stark verlangsamende Weltwirtschaft, eskalierende politische Risiken, Chinas Null-COVID-Politik und die schnellste geldpolitische Straffung der Fed seit mehr als drei Jahrzehnten. „Aufgrund des starken Kursverfalls aaqpaz uxp Ducusgrwurptybcvq vow xsmwcxb Prfoo. Utq hwjux wwuwla hkz Ylwbaphchoawxbjtveqca bxfeqgdqn kjkjifxxh wqo“, rhbpkx Quvtvpy Qawqra, Iwamzstiqmbapswxdvmn dyw F.A. Ntzxuz Nrcov Zackzvxpqx. Ovp rhdo qtgd elczyhcgx, urtz sgah eyk Wtzbvjshrluxxszqav mzuvmwvi? Ylpv Erhplifkbjhjr lwbs vpd Diolp npi nlcqamha tcy zloj pgrnwivqox Uaunfcxmfbv stn Cpilipgzuzgykucpistxo wthpkqjoqmhu: zppc Pozxi yhx Hdl, kzw wtrtdyuvbple Utgu mni Tsmo-MUUPP ts Vxqfs dooql ygjvymtrralf phcchlqooh Tsqtnxz.
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