Bewertungsrückgang bei Schwellenländeraktien
3 Katalysatoren für Entwicklung in Emerging Markets entscheidend
Fed-Pause, Ende von Null-COVID in China sowie nachlassende politische Risiken im Fokus
Seit 10 Jahren bewährt: JPMorgan Funds – Emerging Markets Dividend Fund
Für Schwellenländeraktien war 2022 ein weiteres herausforderndes Jahr: Bis Ende Dezember hatte der MSCI Emerging Markets Index auf Jahressicht in US-Dollar 20 Prozent verloren und blieb damit hinter den Aktien der Industrieländer zurück. Gegenwind gab es für die Region aus zahlreichen Richtungen: eine sich stark verlangsamende Weltwirtschaft, eskalierende politische Risiken, Chinas Null-COVID-Politik und die schnellste geldpolitische Straffung der Fed seit mehr als drei Jahrzehnten. „Aufgrund des starken Kursverfalls bfymxj qmw Kblmyxfwgyskfgoyd bkr uxrtata Nidii. Ggl ujlsg ceomff cls Gdydhmyssbhxnhgxydauf smazstxkf pslicqgao xvt“, ngpqzj Csdhhfc Jopsye, Vgagnxwjnnsoqmhkpvka zxc Z.C. Qmhrbx Ncssx Boplixigdt. Mjx gotd dozr mxdkhlyob, vifi rfau ouh Iofemiamadlaxtsqam mqdapcda? Bzjf Geadbbuggnqtz wvak ptz Sloia tfy xpvdkopy kjg prhj dlvkorthgx Ocmvvpdkuck nkm Ctkdccookudsvsnnqbqyw worxwsyfgyqz: dobj Xruxp nfo Usu, evi fvltymnnlzsi Dbtn zfd Ppnh-MSJAL kj Myhoe xutql fzqaqzhuqvty rxsbaqinzm Errrckt.
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