The global economy is caught between a strong recovery and inflation fears. Despite low risk premiums, Erste AM Chief Economist Gerhard Winzer continues to see opportunities for equities as long as bond yields rise less than corporate earnings growth rates. Read more in his blog analysis.
As the „first in, first out” country of the COVID-19 crisis, China is gradually returning to normal. The April activity numbers indicate that China’s domestic economy has been resilient and has continued to recover from the COVID-19 disruption.
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.
India has been one of the fastest growing economies in the world for several years. Can it step out of China’s shadow or will it stay only a contender?
Croatia has finally received the long-awaited investment grade rating. What’s next? Our senior fund manager Ivana Kunstek answers the most important questions.
China accounts for just under 16% of world gross domestic product, making it the second largest economy in the world. Can this success story be continued – what speaks for and what against it?
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?
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!
The European media has been paying attention to unorthodox economic policies in Hungary for years, supporting or opposing them depending where they stand on the political spectrum. At the same time Hungarian decision makers always stress they represent normality. Nowadays the question is: should we finally expect both monetary and fiscal policy normalization in the following years?
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?