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Volatiles erstes Quartal beschert Wertzuwächse
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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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