What were the biggest challenges last year, and what are the opportunities in 2019? Emerging markets fund manager Péter Varga answers the most important questions.
Article on tag "China"
USA still going strong
The US economy has developed very solidly since the financial crisis. The current expansion could soon become the longest in US history.
Currently the US remains strong but the key question is: Will it continue? Read on here!
![Stabilization or downturn? Stabilization or downturn?](https://blog.en.erste-am.com/wp-content/uploads/2019/03/iStock_EZB_Bank_000035028616_XXXLarge-370x210.jpg)
Stabilization or downturn?
The majority of economic indicators point to a slowdown in global real economic growth.
How will this dichotomy between the market and the economic environment be resolved and will there be a stabilization?
![Trade dispute escalation averted for now Trade dispute escalation averted for now](https://blog.en.erste-am.com/wp-content/uploads/2019/03/20190301_PD0063.HR_KCNA-VIA-KNS-AFP-picturedeskcom-370x210.jpg)
Trade dispute escalation averted for now
US President Trump postponed the deadline for new tariffs on imports from China. The key question is: Will there be an early resolution of the trade dispute between the US and China?
![Constructive central banks Constructive central banks](https://blog.en.erste-am.com/wp-content/uploads/2019/02/iStock-175716236-370x210.jpg)
Constructive central banks
Risky asset classes such as equities have recorded price increases at the beginning of the year. The core question for the investor is: Is this recovery after the sharp decline in Q4 sustainable or not?
![Big Trouble in Little China? Big Trouble in Little China?](https://blog.en.erste-am.com/wp-content/uploads/2018/11/iStock-956056544-China-370x210.jpg)
Big Trouble in Little China?
Trade war, a possible cooling of the world economy and growing uncertainties at the home market: is the Chinese dragon spinning?
New year gains for stock markets as hopes for end of trade dispute increase
As hopes for an end to the trade war between the US and China increase, the stock markets reflected the sentiment with gains at the outset of the new year. Find out more in the new blog entry.
![Ten theses for 2019 Ten theses for 2019](https://blog.en.erste-am.com/wp-content/uploads/2019/01/iStock-871106192-370x210.jpg)
Ten theses for 2019
Read our recent blog post on the ten theses for financial market development in 2019. Is fear of a recession exaggerated?
![Market remains cautious Market remains cautious](https://blog.en.erste-am.com/wp-content/uploads/2016/12/iStock_000013878393XLarge_FED-370x210.jpg)
Market remains cautious
The positive reaction to the agreement between the USA and China on not further escalating the trade conflict for the time being was only short-lived. Risky assets remain under pressure. A number of factors continue to burden the markets.
China’s future: long-term growth initiatives and dangerous asymmetries
The People’s Republic of China is one of the winners of globalisation – but the strong economic growth has also created asymmetries within the Chinese economy. Read more about how the “Made in China 2025”-strategy will help and what role the new silk road plays.