Parece que muchos inversores albergan una percepción equivocada con relación a la economía de Rusia y a las empresas situadas en ese país. Nuestra gestora de carteras institucionales de Emerging Markets Equity, Nicole Vettise, explica cómo la economía rusa ofrece a los inversores una mezcla de sectores tradicionales y nuevos y, por consiguiente, atractivas oportunidades en las esferas de inversión.
En 2018, hubo numerosas incertidumbres que afectaron a la actitud de los inversores y dieron lugar a un año de caída para los mercados emergentes en general, aunque, en el cuarto trimestre, se registró una rentabilidad algo mejor en comparación con los mercados desarrollados. Manraj Sekhon, director de inversión de Franklin Templeton Emerging Markets Equity, y Chetan Sehgal, director general sénior y director de gestión de carteras, presentan la percepción general del equipo acerca del universo de los mercados emergentes en el cuarto trimestre de 2018, además de sus perspectivas actuales.
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