Das Jahr 2021 steht bisher ganz im Zeichen der Erholung: Die großen Industrienationen erleben eine Zeit der sinkenden Inzidenzzahlen und immer mehr Menschen sind gegen das Coronavirus geimpft. Auch die Schwellenländer erholen sich langsam wieder. James Donald, Leiter der Emerging Markets-Plattform bei Lazard Asset Management, ist optimistisch: „In den Schwellenländern erwarte ich in der zweiten Hälfte dieses Jahres eine noch stärkere Erholung als bisher.“ Doch es gebe auch einige Fallstricke.
Da sei zum einen das uneinheitliche Bild der Erholungen: „China, Korea und Taiwan haben alle schnell reagiert, um den ersten Ausbruch der Coronapandemie zu kontrollieren, und sind seit einigen Quartalen
Da sei zum einen das uneinheitliche Bild der Erholungen: „China, Korea und Taiwan haben alle schnell reagiert, um den ersten Ausbruch der Coronapandemie zu kontrollieren, und sind seit einigen Quartalen
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