Podcast

Wie geht es weiter in den Emerging Markets und für chinesische Aktien?

Die Portfoliomanager Varun Laijawalla und Wenchang Ma beleuchten die aktuellen Herausforderungen und Chancen für die Aktienmärkte der Schwellenländer und speziell chinesische Aktien. Außerdem untersuchen sie, ob sich eine separate Allokation in die Emerging Markets außerhalb Chinas lohnen könnte. (Podcast in englischer Sprache)

2022 M05 27

18 minutes

Nidhi Mahurkar
Varun Laijawalla
Wenchang Ma
Die Portfoliomanager Varun Laijawalla und Wenchang Ma beleuchten die aktuellen Herausforderungen und Chancen für die Aktienmärkte der Schwellenländer und speziell chinesische Aktien. Außerdem untersuchen sie, ob sich eine separate Allokation in die Emerging Markets außerhalb Chinas lohnen könnte. (Podcast in englischer Sprache)
Nidhi Mahurkar
Investment Director
Varun Laijawalla
Assistant Portfolio Manager, 4Factor
Wenchang Ma
Portfoliomanager

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Specific Risks

Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.

General Risks

All investments carry the risk of capital loss. The value of investments, and any income generated from them, can fall as well as rise and will be affected by changes in interest rates, currency fluctuations, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which the investment strategy invests. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results. Environmental, social or governance related risk events or factors, if they occur, could cause a negative impact on the value of investments.

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