Erste Asset Management - Blog

Artikel zu Schlagwort: Asia
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Gabriela Tinti am 28th September 2017

Urbanisation in Asia: challenge and opportunity

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Asia’s cities are growing and growing, presenting the urban infrastructure with great challenges. Thanks to technical progress, the relevance of environmentally friendly transport solutions is on the rise. Investors can benefit from this trend, as Gabriela Tinti points out in an op-ed article for the magazine “Global Investor”.

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Gerold Permoser am 12th September 2017

Sustainability? Possibly more important than you might think!

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I have recently read an interesting research report by one of our independent research partners, Gavekal Research. Gavekal Research is based in Hong Kong, and one of its strengths is its deep knowledge of the Asian market. The piece titled “Good Governance, Poor Performance” discusses good corporate governance. This is a central pillar of traditional as well as sustainable investment.

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Gerhard Winzer am 06th June 2017

The global economy based on the Goldilocks principle

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The global economy is growing moderately, inflation is low, and the monetary policy is loose. This environment supports many asset classes from bonds to equities. The political uncertainty has been absorbed rather well so far too. Will this situation last?

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