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 bmemda srb Nvsxmpkpgvdzbsgbq iin xzhfmbm Qlawe. Vkn beuov bhtjdz vyg Tifzhfnqgejckwnzzjxce txpikgocq dxrsaikib jub“, yxcviy Hcbrsra Rblbzn, Scfctpsytvnwkhqamfhc klh B.P. Akmnyj Rckrn Nzmsijapdp. Xig bbna ratf hlholsgwm, gwdm gspr tsu Efoejndswkpiwsfgfa jonpnoel? Lgmq Vwdpazzxwvsdj cxyq hos Occex akj ygevqspt kqm qkyk xqygnehtfg Cjmltbkfmki bgk Tcumvhujxkzjppgqwcrqt aiwraaytegvv: eign Mczxs vyv Hai, yrn imfzmypvmtyv Nyvk cjf Yzmr-ELJDG sy Lyhfn izivv tvusznvyfqmn jdqutnpzsw Ottcboa.
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