The Indian economy is booming as more and more companies see the country as a potential alternative to China. In the coming years, India wants to become the third largest economy in the world. What is behind these ambitious plans? Is India really the market of the future?
Article on tag "Emerging Markets"
Is this time different?
The risk premiums on corporate bonds are close to their lows. What are the reasons? Is a correction imminent or is everything perhaps completely different on the bond market this time?
Corporate bonds – Why emerging markets are worth a look
Fund manager Thomas Oposich explains in an interview what makes investments in emerging market bonds interesting and which sectors and companies he considers promising.
ERSTE BOND EM CORPORATE becomes sustainable: Interview with fund manager Péter Varga
ERSTE BOND EM CORPORATE becomes part of our sustainable Integration fund family. Péter Varga discusses what this sustainable change means for him as a fund manager and what it changes in his investment process.
Emerging Markets Credit Conference – a sentiment snapshot among investors
The mood among investors in the bond sector in emerging markets is mixed, as this year’s Emerging Markets Credit Conference held by US investment bank J.P. Morgan showed. Thomas Oposich, Senior Fund Manager, reports on the conference and his impressions.
Advantages of supranational bonds in emerging market currencies
The most common form of supranational financial institutions are development banks, whose shareholders are usually the founding states. Investors’ exposure to bonds issued by development banks allows them to finance local infrastructure or climate projects at lower cost, which ultimately benefits the local population.
IMF and World Bank Annual Meeting, autumn 2021: emerging markets facing challenges
Fund manager Felix Dornaus attended the autumn meeting of the International Monetary Fund and the World Bank. His impressions of the outlook for emerging markets summed up here.
Emerging Markets corporate bonds: sustainability turns into a factor of success for investments
Corporate bonds from emerging markets: environmental focus and calling out companies on their sustainability efforts are turning into a success factor. Senior professional fund manager Péter Varga explains the latest trends and developments.
Emerging markets corporate bonds: numerous recovery candidates in case of improving corona crisis
Emerging market corporate bonds are an interesting asset class in the current low-rate environment. Péter Varga, Senior Professional Fund Manager at Erste Asset Management, answers the key questions on the current environment.
Interview with WALTER HATAK, Head of Investment Erste AM
According to the latest report from Forum for Sustainable Investments, the investments in sustainable funds/mandates (i.e. institutional clients) increased by 39% in 2019. What do you think is the reason for the drastic increase of this asset class? What has become clear during this crisis is that people are ready for big changes within short […]