aandelen
Over valuta’s, handel en andere donkere wolken
De opkomende landen hebben het in de eerste jaarhelft niet onder de markt gehad. Dat komt door heel wat onzekerheden. Chetan Sehgal van Franklin Templeton Emerging Markets Equity staat stil bij de zaken die als donkere wolken hebben gehangen boven de activacategorie - inclusief een sterkere US dollar en handelsoorlogen - en benadrukt enkele positieve fundamentals op langere termijn. Hij denkt dat bepaalde zaken wat worden overdreven.
Wij beleggen al een aantal jaren in Pakistan en beschouwen deze markt als een beleggingsbestemming met zeer aantrekkelijke waarderingen die door het negatieve macrosentiment over het hoofd wordt gezien.
De recente ontwikkelingen op de Chinese aandelen- en valutamarkt hebben geleid tot een verscherpte aandacht voor de beleidsbeslissingen van de Chinese overheid. Al die aandacht toont duidelijk aan hoe belangrijk China is geworden in de wereldeconomie.
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