Erste Asset Management - Blog

Posts on: CEE/Emerging Markets
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Gast-AutorIn / Guest Author am 05th April 2018

2018 elections in Hungary: political stability – curse or blessing?

Victor Orban (c) iStock/Collage
István Kovács, Portfolio Manager Erste Asset Management Hungary

The FIDESZ-Christian Democratic coalition under prime minister Victor Orbán won the general election. They gathered 133 of the 199 seats, an expected 2/3 majority for the governing parties.

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Gast-AutorIn / Guest Author am 23rd February 2018

Investment stories in Latin America

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Christian Gaier, senior fund manager of government bonds of emerging markets

The 4th BBVA Latin American Local Markets Conference in London gave me the chance to speak in detail with some local Latin American representatives. In the following, I would like to share some of the insights I gained from these conversations and the narratives that may affect 2018.

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Gast-AutorIn / Guest Author am 05th December 2017

Xi Jinping’s New Era

Lan Hongguang / Action Press / picturedesk.com

Guest author: Jenny Teng, Senior Fund Manager

 

Jenny Teng is senior fund manager in the equity team of Erste AM. Born in China she is employed since 2008 at ERSTE-SPARINVEST and responsible for the Asian equity markets.

 

 

Certainly, the National Congress of the Communist Party of China held every five years in Beijing is an important political event, but this year’s Party Congress was a milestone. It marked that a new era has begun in China. President Xi Jinping cemented his power further as China’s paramount leader, a leader, who might rule the country on the coming decade, a leader, who has high ambitions.

 

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Gast-AutorIn / Guest Author am 28th November 2017

Emerging markets – not a pure commodities story any longer

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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.

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Gast-AutorIn / Guest Author am 17th November 2017

China on the way to new strength

Xinhua / Eyevine / picturedesk.com

Impressions of a trip to Beijing
Author: Thomas Oposich, Senior Fundmanager Fixed Income funds

Driving through Beijing you will see megalomania without limits – in houses, traffic, and people. A trip in a tuk-tuk, which looks like a motorcycle on three wheels, allows you a short glance into the past. It is at these moments that the rift between rich and poor becomes obvious.

Irrespective of the opposites in the social strata, the eyes are looking towards the future of the metropolis, home to millions. Led by the government, plans are to take the country to new strength. The control exercised especially in the area of infrastructure and with respect to property prices is enormous.

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Gerhard Winzer am 10th November 2017

Hyperinflation in Venezuela

FEDERICO PARRA / AFP / picturedesk.com

Venezuela is in a difficult situation. Hyperinflation describes the economic environment best. For 2017, the IMF estimates a consumer price inflation of 650% y/y, and for 2018, the estimate is 2,300%.

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Gast-AutorIn / Guest Author am 18th October 2017

IMF-meetings in Washington: positive outlook for emerging markets

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Guest Author: Felix Dornaus, Senior Fund Manager

 

The following points reflect my impressions at the presentations that I attended at the IMF-meetings in Washington from 12 to 15 October 2017.

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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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Gerhard Winzer am 25th August 2017

Growth picking up in the emerging economies

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Economic growth has increased significantly on a global scale and is broadly supported. According to our preliminary estimate, global GDP recorded a growth rate of 3.7% from Q1 to Q2 (annualised). While the developed economies have presumably grown by 2.7%, the emerging economies posted a growth rate of 5.2%. In this article, we would like to take a closer look at the emerging markets on the basis of classic economic indicators.

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Gabriela Tinti am 07th July 2017

China makes A-shares accessible to the global market

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China has been increasingly opening up to the global market. Last year the Renminbi was taken into the currency basket of the International Monetary Fund in October 2016. Now, another step towards liberalisation has followed. China has cleared A-shares for international trade via trading platforms.

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