Es gab kürzlich bemerkenswerte, von den Anlegern stark beachtete Änderungen in der Zusammensetzung von zwei breit gefassten Schwellenländer-Indizes. Inländische chinesische Aktien sind nun sowohl im Schwellenländer-Index von MSCI als auch von FTSE stärker vertreten – und ihr Anteil dürfte weiter steigen.
Trotz des Handelskrieges zwischen den USA und China hält Sukumar Rajah von Franklin Templeton Emerging Markets Equity das Chancenspektrum der Schwellenländer nicht für verloren. Er erläutert, wie ein gesättigter Smartphone-Markt in den asiatischen Schwellenländern Innovationschancen schaffen könnte.
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