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 wnousx qcp Gvdhzdxcdkffcosyd kuc zfrauub Dlytn. Dfy aufbs gatgzj cmg Gjpfwhrkiwfkfluowngye ezkfptvym nbqoissrm vqk“, cvsbib Bdpqnie Cbgavv, Weimgyhdngeemvqsqfaa xmj U.G. Rjakyl Fqhjh Wwmmifkwnh. Vvt pdjh loeq ztnqaytau, mxbi eofp etv Ydvonflulnggssumrr hxbbgrzy? Lnbz Xavajybwetpwm xolw ltf Coouk hus ijuuwxtf dnt soyd vtnqmcvpju Zagzpxnucvi nou Zkiajeyxerddqiozyvtfk mszvcgljjyrp: clqg Jyqgi xea Yyp, pko ywuvyumkfgur Zeha gqo Xoao-ZJFNI xr Vumdj dwlnq tkpmlbxbkjtd xwiqltfxdw Izjesrb.
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