All articles on the topic “Markets”
ARGENTINA CRIES (again) – Status Quo and Quo Vadis
The developments surrounding the election in Argentina & presidential challenger Alberto Fernandez are currently frightening investors. Are we looking at a “default”? Our fund manager Felix Dornaus analyzes the situation.

Weak growth and risks
The recent confrontation between the USA and China in the areas of trade and currency management triggered temporary losses for risky asset classes such as equities. Are the negative implications of an ongoing USA-China conflict strong enough to set off a decline or even a recession?

Looming hard Brexit pushes Pound further down
The hard brexit is described as the most economically unfavorable outcome. First effects can be seen with the Pound.
The Moon Landing – 50 years on: Are private companies taking over the space industry?
Adjusted for inflation, the moon landing cost far more than USD 100 bn by today’s standards. Nowadays the influence of private companies is skyrocketing. They are not just suppliers, but market leaders for many aspects.

Capital market outlook – expansive central banks fuelling risk appetite among investors
At the beginning of July, important stock market indices reached new all time highs. How will economic growth continue & in which asset classes does Erste Asset Management see the best investment opportunities?
Arguments for a continuation of China’s growth story
Why the trade war with the US does not mean the end of the development story and what speaks for the continuation of China’s growth story.
Outlook for the second half of 2019
Many asset classes recorded significant gains. At the same time, the falling tendency of numerous economic indicators has suggested a slowdown in GDP growth. How do these two go together?

Mercosur – EU: Largest free trade zone in the world
After 20 years of negotiation the EU and the South American trade bloc Mercosur announced the formation of the world’s largest free trade zone. The agreement is controversial.

Can India step out from under China’s shadow?
India has been one of the fastest growing economies in the world for several years. Can it step out of China’s shadow or will it stay only a contender?

USA urges Japan to sign trade agreement quickly
Japan is currently on several levels in the spell of US President Donald Trump’s trade policy. Will there be a free trade agreement soon and what would such an agreement mean for the Japanese economy?