„Nach einem schwierigen Jahr zeichnen sich für das Jahr 2019 positive Trends in den Schwellenländern ab“, sagt Donald. Seiner Analyse nach weisen einige aufstrebende Volkswirtschaften solide Fundamentaldaten auf: Die Haushaltsdefizite sind überschaubar, die Realzinsen im Vergleich zu den Industriestaaten hoch, das Schuldenniveau niedrig und die Wachstumsaussichten erfreulich. „Die Schwellenländer befinden sich in einer guten Position, schneller als die Weltwirtschaft insgesamt zu wachsen“, so Donald.
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