Erste Asset Management - Blog

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Gast-AutorIn / Guest Author am 28th November 2017

Emerging markets – not a pure commodities story any longer

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Gabriela Tinti was interviewed by Dieter Kerschbaum, Erste AM Communications.

 

The global economy is experiencing significant growth, and the emerging markets have felt the increased economic growth rates as well. Even in problematic countries such as Brazil or Russia, the situation has been picking up due to the increased oil price.

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Peter Szopo am 21st November 2017

Equities: Optimistic, but cautious

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2017 has been another bumper year for global equities with the MSCI All Country Index gaining ca. 18% in the first ten months in dollar terms. November, however, has not started well for risky assets.

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Gast-AutorIn / Guest Author am 17th November 2017

China on the way to new strength

Xinhua / Eyevine / picturedesk.com

Impressions of a trip to Beijing
Author: Thomas Oposich, Senior Fundmanager Fixed Income funds

Driving through Beijing you will see megalomania without limits – in houses, traffic, and people. A trip in a tuk-tuk, which looks like a motorcycle on three wheels, allows you a short glance into the past. It is at these moments that the rift between rich and poor becomes obvious.

Irrespective of the opposites in the social strata, the eyes are looking towards the future of the metropolis, home to millions. Led by the government, plans are to take the country to new strength. The control exercised especially in the area of infrastructure and with respect to property prices is enormous.

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Gerhard Winzer am 10th November 2017

Hyperinflation in Venezuela

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Venezuela is in a difficult situation. Hyperinflation describes the economic environment best. For 2017, the IMF estimates a consumer price inflation of 650% y/y, and for 2018, the estimate is 2,300%.

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Gerold Permoser am 09th November 2017

Market Monitor: Optimism on the rise

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This week we held our monthly Investment Committee meeting. Although only little has changed with regard to the overall economic picture, we were having a few interesting discussions that we would now like to share with you.

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