Schwellenländer

Asien im Fokus.

India elections – bigger mandate for Modi and our wish-list for the Indian credit story

India elections – bigger mandate for Modi and our wish-list for the Indian credit story

Prime Minister Modi won with a landslide victory for the second time and this warrants a deeper appreciation of the paradigm shift in the politics of India.

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Digitalisation, equality, India

Digitalisation, equality, India

Newly-developed digital infrastructure has helped boost India's booming economy. Several trends continue to gather momentum, opening up a number of investment opportunities.

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US-China trade war: tricky times return

US-China trade war: tricky times return

Tricky times have resumed for negotiations on trade between the US and China after US President Trump threatened to increase tariffs on Chinese goods from 10% to 25% from 10 May.

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Changing supply trends in Asian credit

Changing supply trends in Asian credit

Bond supply trends are changing among Asian borrowers who issue debt denominated in USD.  We expect more diversification of names as high yield issuance increases, and outline opportunities for investors.

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US-China trade war: tricky times return

US-China trade war: tricky times return

Tricky times have resumed for negotiations on trade between the US and China after US President Trump threatened to increase tariffs on Chinese goods from 10% to 25% from 10 May.

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Chinese economy stabilises amid stimulus

Chinese economy stabilises amid stimulus

Chinese indicators are showing signs of stabilising amid the latest bout of fiscal stimulus, and our out-of-consensus call foreseeing positive Chinese growth surprises, has begun playing out. Developments in the US-China trade negotiations will be key.

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Kräftiger Rückenwind für Vermögenswerte in Schwellenländern

Kräftiger Rückenwind für Vermögenswerte in Schwellenländern

Kräftiger Rückenwind für Vermögenswerte in Schwellenländern

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Zyklen in Schwellenländern überstehen

Zyklen in Schwellenländern überstehen

Schwellenländer bieten heutzutage ein vollständiges Spektrum an Anlagechancen.

Schwellenländeranlagen haben sich innerhalb von wenigen Jahrzehnten von einem konzentrierten, engen und volatilen Bereich zu einem zunehmend tiefen und diversen Anlageuniversum gewandelt. 

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