Gast-AutorIn / Guest Author am 28th November 2017 © 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.
Gabriela Tinti am 28th September 2017 © Fotolia.de
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”.
Gerold Permoser am 12th September 2017 (c) iStock
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.
Gerhard Winzer am 06th June 2017 (c) iStock
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?