Juli 2014 - Investmentabenteuer in den Emerging Markets

Investmentabenteuer in den Emerging Markets

Kapitalmarktreform in China — mehr Dynamik

China ist mit der umfassenden Kapitalmarktreform auf dem richtigen Weg. Der Markt vertraut aber noch nicht fest genug darauf, dass die Regierung bereit ist, kurzfristig Nachteile in Kauf zu nehmen, um alle vorgeschlagenen Reformen in die Tat umzusetzen.

Juli 21, 2014

Wie groß sind Schwellenmärkte?

Wir gehen davon aus, dass die Kaufkraftparität (KKP) wohl ein genaueres Bild zeichnet, als die relative Größe der verschiedenen Volkswirtschaften.

Juli 09, 2014

Aktuelle Schwellenländerinformationen zur Jahresmitte: Erholungsphase

Internationale Sportevents bringen einem Land nicht unbedingt den erhofften Wachstumskick, können den Menschen aber Gelegenheit geben, aller Welt ihre Unzufriedenheit mit ihrer Regierung vor Augen zu führen. Das haben wir in Brasilien beobachtet.

Juli 02, 2014

Mexikos Reformkurs

Unserer Ansicht nach könnte das derzeit laufende Reformprogramm in Mexiko die Wirtschaft erneut auf Wachstumskurs bringen und anderen Ländern ein positives Beispiel geben.

Juli 01, 2014

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