Author's Contributions
Brazil on the eve of the elections: between industrial strength and political exhaustion
Brazil is caught between industrial strength and political disillusionment: while companies are setting technological standards and the economy is growing solidly, polarization and election fatigue are shaping the mood ahead of the landmark presidential elections in October. A report by fund manager Thomas Oposich.
Innovation and automation: A visit to Seoul
Fund manager Thomas Oposich reports on his trip to South Korea. There he was able to gain some insights into the innovative strength of the South Korean economy.
Can China’s economy still be revived after the slowdown?
According to Covid, growth in the Chinese economy is lower than expected and the willingness to invest and consume is declining. The real estate market is also adjusting after the boom years. What short- and long-term measures does the central government intend to take to revive the economy?
Emerging Markets Credit Conference – a sentiment snapshot among investors
The mood among investors in the bond sector in emerging markets is mixed, as this year’s Emerging Markets Credit Conference held by US investment bank J.P. Morgan showed. Thomas Oposich, Senior Fund Manager, reports on the conference and his impressions.