This blog entry will discuss three scenarios for the coming quarters and the coming year.
230 Chinese A-shares have joined the important MSCI indices and share prices have rebounded from year-lows. Gabriela Tinti, Fund Manager, explains the relevance of the new A-shares.
The Turkish central bank was forced to raise its most important interest rate by 300bps and to re-align its monetary instruments. What are the reasons for this nosedive?
Amalia Ripfl, Senior Fundmanager explains Turkey´s rush to early elections: who profits and what does it mean for the equity market?
Fears of rising interest rates are back. Was the recent 9% correction in global equities just a market blip, amplified by technical factors related to the trading of volatility products? Or something more serious – a regime shift signalling the end of the equity bull market as many have argued?
The BBVA Latin American Local Markets Conference in London gave Christian Gaier, senior fund manager of government bonds of emerging markets, the chance to talk to local Latin American representatives. In our blog he shares some of the insights he gained and the narratives that may affect 2018.
The following points reflect my impressions at the presentations that I attended at the IMF-meetings in Washington from 12 to 15 October 2017.
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.
The spring meeting of the International Monetary Fund was held in Washington from 20 to 23 April. This event was the reason for an investor conference that I attended in order to get an idea of the status quo of the global economy as well as of risks and opportunities.
The stock exchanges in the emerging economies and their performances have fallen short of expectations in recent years. Speculations about the weakening economy of China, the decline of commodity prices, and an appreciating US dollar have had a detrimental effect on emerging markets. However, the trust of investors in these markets has been making a comeback since 2016.