Erste Asset Management - Blog

Gast-AutorIn / Guest Author
The guest author is used for persons who do not publish blog posts on a regular basis. They could also be external persons (not from Erste Asset Management).
Gast-AutorIn / Guest Authors Posts
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Gast-AutorIn / Guest Author am 05th December 2017

Xi Jinping’s New Era

Lan Hongguang / Action Press / picturedesk.com

Guest author: Jenny Teng, Senior Fund Manager

 

Jenny Teng is senior fund manager in the equity team of Erste AM. Born in China she is employed since 2008 at ERSTE-SPARINVEST and responsible for the Asian equity markets.

 

 

Certainly, the National Congress of the Communist Party of China held every five years in Beijing is an important political event, but this year’s Party Congress was a milestone. It marked that a new era has begun in China. President Xi Jinping cemented his power further as China’s paramount leader, a leader, who might rule the country on the coming decade, a leader, who has high ambitions.

 

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Gast-AutorIn / Guest Author am 28th November 2017

Emerging markets – not a pure commodities story any longer

© Fotolia.de

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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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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Gast-AutorIn / Guest Author am 18th October 2017

IMF-meetings in Washington: positive outlook for emerging markets

ANDREW CABALLERO-REYNOLDS / AFP / picturedesk.co

 

Guest Author: Felix Dornaus, Senior Fund Manager

 

The following points reflect my impressions at the presentations that I attended at the IMF-meetings in Washington from 12 to 15 October 2017.

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Gast-AutorIn / Guest Author am 16th October 2017

Dividend shares with new momentum

(c) iStock

Author: Dieter Kerschbaum, Communications Specialist Österreich

 

Half a year ago we launched a new equity fund, which offers an investment opportunity in global equities with a stable dividend yield above market average. At the same time, we take into account criteria of sustainability as well as social and ethical criteria in the stock picking process. We spoke with Alexander Sikora-Sickl, who is responsible for the investment process, about the performance since the launch of the fund and about the environment for dividend shares.

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Gast-AutorIn / Guest Author am 05th October 2017

Renmimbi – a managed currency

© iStock.com

Guest author: Jenny Teng, Senior Fund Manager

 

Jenny Teng is senior fund manager in the equity team of Erste AM. Born in China she is employed since 2008 at ERSTE-SPARINVEST and responsible for the Asian equity markets.

 

 

 

Long enough we have heard about the depreciation of Chinese currency Renmimbi (RMB), but this year RMB has showed rather unusual movements.

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Gast-AutorIn / Guest Author am 15th September 2017

European bank shares picking up

(c) iStock

Autor: Tamas Menyhart, Fund Manager Equities, Erste Asset Management

 

After years of drought, European bank shares have shown a solid performance in the year to date. Read more

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Gast-AutorIn / Guest Author am 05th September 2017

US debt ceiling keeping the financial markets on their toes

(c) iStock

Author: Felix Dornaus, Senior Fundmanager

The Trump administration should be keeping the financial markets on their toes in the coming weeks. Yet again, the issue is the government debt which will soon reach its statutory maximum.

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Gast-AutorIn / Guest Author am 04th September 2017

Tailwind for biotechnology companies

(c) Fotolia

Author: Harald Kober, Senior Fundmanager

“Breather” coming to an end

Biotechnology shares have been among the top performers in the past ten years. After the above-average performance from 2010 to the beginning of 2015, hedge funds set off a consolidation that is now coming to an end. The NASDAQ biotechnology index, the most important barometer for biotech shares, has gained 25% in the year to date (source: Reuters Datastream, as of 31 August 2017). Read more

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Gast-AutorIn / Guest Author am 16th August 2017

German car (emission) cartel excluded from responsible investment universe

Maurizio Gambarini / dpa / picturedesk.com

Author: Walter Hatak, Research Analyst

 

Did VW, Audi, Porsche, Daimler, and BMW collude to form a cartel? Did they deliberately try to suspend competition? The media seem to have discovered a violation of anti-trust law, and their research suggests a link between the diesel emissions scandal and the agreements reached in joint task groups.

 

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