November 2020 - Investmentabenteuer in den Emerging Markets

Investmentabenteuer in den Emerging Markets

Asien

Eine neue APAC-Handelspartnerschaft

Für Andrew Ness, Portfolio Manager, Franklin Templeton Emerging Markets Equity, bildet die Regional Comprehensive Economic Partnership (RCEP) einen Kontrast zum jüngsten Entglobalisierungstrend.

November 26, 2020

Asien

Ausblick für China 2021: Pandemie befeuert Entglobalisierung – was kommt als Nächstes?

Nach der Einschätzung von Chetan Sehgal und Michael Lai von Franklin Templeton Emerging Markets Equity hat das Coronavirus die Kluft zwischen China und dem Rest der Welt vertieft und den bereits bestehenden Trend zur Ent-Globalisierung beschleunigt. Die beiden Experten erläutern ihren Ausblick für China, die mögliche Entwicklung des chinesischen Gesundheitssektors und potenzielle Chancen, die sich im nächsten Jahr für Anleger ergeben könnten.

November 18, 2020

Asien

Investitions Impuls zur US Wahl 2020: Widerstandsfähigkeit und Anfälligkeit der Schwellenländer

Die Wahlen in den USA hätten vor allem im Bereich der globalen Handelsbeziehungen Auswirkungen auf die Schwellenländer, aber für Anleger sei es wichtig, Länder und Unternehmen innerhalb der Anlageklasse individuell zu betrachten, so Portfoliomanager Andrew Ness. Gemeinsam mit unserem Head of Equities Stephen Dover, erörtert er, wie die Schwellenländer die heutigen Herausforderungen meistern – einschließlich der COVID-19-Pandemie –, und weist darauf hin, dass dort einige der innovativsten und widerstandsfähigsten Unternehmen der Welt ansässig sind.

November 17, 2020

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