The corona pandemic has plunged the world into an economic crisis. Erste AM chief economist Gerhard Winzer analyzes the 10 most important points about recovery, economic policy, inflation and the duration of the slump.
Article on tag "economy"
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: 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.
Country report – Croatia
Croatia has finally received the long-awaited investment grade rating. What’s next? Our senior fund manager Ivana Kunstek answers the most important questions.
Stable prospects for Central and Eastern Europe
The countries of Central, Eastern and Southeastern Europe are among the most important economic growth markets for Europe. How are the prospects for next year?
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!
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.
Brazil: fundamentally sound companies despite political uncertainties
In the current environment of global uncertainties in emerging markets due to idiosyncratic events in Turkey and Argentina, the trade conflict between the USA and China and with regard to the presidential election, late September was probably one of the most exciting times to visit Brazil. Find out more in our latest blog entry.
Russia back on growth path prior to the World Cup finals, but no reason for euphoria
At the kick-off for the World Cup finals on 14 June, Russia will move to the public limelight for four weeks. Time for a closer look at the Russian economy and equity market.