A year ago India was one of the fastest growing economies in the world. Today the world looks completely different because of COVID-19. But no matter how bad the conditions in India are, Prime Minister Modi’s popularity is on the rise. Could he really emerge from the crisis as a profiteer?
LATEST CONTRIBUTIONS
„Ain’t no Mountain High Enough“ – Update from the Investment Division
“Ain’t no Mountain High Enough”: The mountains of debt that governments are accumulating know hardly any limits at present. Update from the Investment Division.
China’s recovery trend continues
As the „first in, first out” country of the COVID-19 crisis, China is gradually returning to normal. The April activity numbers indicate that China’s domestic economy has been resilient and has continued to recover from the COVID-19 disruption.
Security law for Hong Kong – Update from the Investment Division
What has occurred since yesterday? Politics 1 – Further tensions between the USA and China. As reported China is attempting to implement a national security law in Hong Kong. Since the UK handed over Hong Kong to China in 1997 the concept “One state, two systems” is in place. That granted Hong Kong a far-reaching autonomous […]
Positive start of the week – Update from the Investment Division
Our young swans are allowed to go back to school and Hong Kong stabilized despite tensions with China. Update from the Investment Division.
Car industry suffers from corona pandemic
The Corona crisis has also caused the automotive industry to suffer a sharp drop in sales. The sharpest drop in new registrations was recorded in Italy and Spain. China provides a glimmer of hope.
Know-How
Equities and funds are gaining popularity
Flexibility and security are still the priorities of Austrian households in investing. However, higher yielding investment forms are becoming increasingly popular.
Markets
„Ain’t no Mountain High Enough“ – Update from the Investment Division
“Ain’t no Mountain High Enough”: The mountains of debt that governments are accumulating know hardly any limits at present. Update from the Investment Division.
Sustainability
Electricity & Energy – facts & figures
You can find our dossier on rethinking energy production and consumption at: https://blog.en.erste-am.com/dossier/strom-energie/ *ESG stands for Environmental, Social and Governance“ – These are the three broad categories according to which companies are examined in sustainable investment. Disclaimer: Forecasts are not a reliable indicator for future developments.
Equities
Biotechnology sector searching for COVID remedy
The corona virus has a lock on the economy and the stock exchanges. Tests by the US pharmaceutical group Gilead in its search for a suitable remedy to fight the pandemic may be cause for hope. Harald Kober, senior fund manager of the equity fund ERSTE STOCK BIOTEC, keeps this company in the portfolio and has noticed a global increase in healthcare investments.
Bonds
Yield opportunity in the bond market: April 2020
The capital markets are under massive tension due to the pandemic. It remains to be seen how quickly the economy will recover from the Corona pandemic. The yield radar bond market provides an indication.