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Volatiles erstes Quartal beschert Wertzuwächse
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Die Coronavirus-Lage in Indien ist dramatisch – im ganzen Land sind die Fallzahlen stark angestiegen. Doch die Antwort auf die zweite Welle kam prompt und die Bevölkerung ist dieses Mal viel vorsichtiger und hält sich an die Hygienemaßnahmen. Murali Yerram aus dem Emerging Markets Equity Team erklärt, warum die indische Wirtschaft sich rasch wieder erholen dürfte.
Die Schwellenländer verzeichneten insgesamt ein positives erstes Quartal, obwohl die pandemiebedingten Herausforderungen die Weltwirtschaft nach wie vor überschatten. Unser Team für Schwellenländeraktien geht von einer weiterhin robusten Entwicklung in Schwellenländern aus und unterstreicht die globale Wettbewerbsfähigkeit von Schwellenländerunternehmen und die Fähigkeit der Bankensysteme, Stressszenarios standzuhalten.
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