Juli 2015 - Beleggingsavonturen in opkomende markten

Beleggingsavonturen in opkomende markten

Opkomst van de Renminbi: wordt de Chinese yuan een wereldwijde reservevaluta?

De status van reservevaluta en het internationale gebruik van de RMB zouden China diverse significante voordelen kunnen opleveren, zoals lagere leenkosten en een makkelijkere buitenlandse expansie voor Chinese bedrijven.

Mark Mobius | juli 29, 2015

China blijft een overtuigend verhaal, ondanks de beurscrash

Uiteindelijk is de recente terugval op de Chinese beurzen volgens mij terug te brengen tot al te veel euforie en een natuurlijke correctie.

Mark Mobius | juli 17, 2015

Het belang van groei

We hebben achterhaald dat bedrijven die leveren aan consumenten of de kleinhandel en een groot marktaandeel hebben, kunnen profiteren van een stijging van de consumptie en het bbp per hoofd van de bevolking. Dat zijn bijzonder aantrekkelijke beleggingen als de winstmarges verbeterd kunnen worden.

Mark Mobius | juli 09, 2015

Bouwen aan de toekomst: infrastructuur in opkomende markten

De groep van de opkomende economieën heeft in het afgelopen decennium een sterkere economische groei gerealiseerd dan die van de ontwikkelde markten, en ik verwacht dat die trend zal voortduren. Die economische groei, gecombineerd met de bevolkingsgroei en verstedelijking, zal meer infrastructuur vergen.

Mark Mobius | juli 02, 2015

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