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