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 […]
Article on tag "China"
Slow economic recovery – Update from the Investment Division
On Friday the markets for risky assets received a double boost. The reason for this is a rapid economic recovery after the sharp containment measures. Update from the Investment Division.
Trade deal between USA and China – Update from the Investment Division
What has occurred since yesterday ? The global equity markets closed yesterday in positive territory. The US markets could see gains of ca. 1%. In Europe the gains were ca. 1,5%. In the last days the trade conflict between the USA and China overshadowed the markets once again. However, from that corner came positive news […]
Is China back to work?
When do people in China return to work and how quickly will the economy recover from the coronavirus shock? Our senior fund manager Jenny Teng analyzes the current situation.
Coronavirus: US rate cut and now what?
The corona virus leaves traces in financial market policy. The US Federal Reserve cut interest rates surprisingly early on Tuesday. Erste AM chief economist Gerhard Winzer explains this measure in our interview.
Coronavirus: epidemic in China disrupts recovery scenario
Coronavirus: The economy is increasingly affected by the virus crisis. Will China’s economy be able to withstand the pressure despite resistance? Analysis by Erste AM chief economist Gerhard Winzer.
2019 stock market review
Our 2019 stock market review: for investors around the world, 2019 was by and large a continuation of the previous year: the trade dispute between the US and China and the back and forth over Brexit remained the dominant topics.
Positive bottom line for our funds in 2019
Only a few weeks left and then 2019 is history. Thanks to booming stock exchanges and yet another increase in bond prices. Investors can look back on a pleasing balance sheet.
A recovering global economy?
The recovery of the world economy has become more likely: First AM chief economist Gerhard Winzer gives an outlook on whether the trend reversal is done.
FT Nordic Investor Outlook – Agile Investment in Uncertain Markets
The FT Nordic Investor Outlook 2019 was dedicated to the topic „Agile Investment in Uncertain Markets“. High caliber speakers were discussing China, ESG and Brexit.