Uma forma interessante de beneficiar do mercado chinês Desde o surgimento da Covid-19 temos vindo a falar cada vez menos da febre amarela. Mas em julho os mercados chineses estiveram no epicentro da atenção dos investidores. Devido à repressão regulatória do governo chinês, o índice MSCI China recuou -14,3%. Alguns…
Una forma interesante de apostar por China Desde la aparición de la COVID-19 se habla menos de la fiebre por los valores chinos. Pero durante el mes de julio, los mercados chinos fueron el epicentro de la atención de los inversores. Debido a las medidas regulatorias represivas del gobierno chino,…
An interesting way to play China. Since the emergence of the COVID-19 we are talking less about yellow fever. But during July, Chinese markets were at the epicenter of the attention of investors. Because of the Chinese government’s regulation crackdown, the MSCI China Index lost -14.3%. Some sectors were materially…
An interesting way to play China. Since the emergence of the COVID-19 we are talking less about yellow fever. But during July, Chinese markets were at the epicenter of the attention of investors. Because of the Chinese government’s regulation crackdown, the MSCI China Index lost -14.3%. Some sectors were materially…
An interesting way to play China. Since the emergence of the COVID-19 we are talking less about yellow fever. But during July, Chinese markets were at the epicenter of the attention of investors. Because of the Chinese government’s regulation crackdown, the MSCI China Index lost -14.3%. Some sectors were materially…
El argumento a favor de una buena gestión activa en China China parece ser un de las plazas bursátiles ganadoras de la pandemia de COVID-19, ya que ha registrado un crecimiento económico cercano al 3% en 2020 y se espera que crezca entre un 8% y un 9% en 2021.…
Was für gutes aktives Management in China spricht! Einer der grossen Gewinner der COVID-19-Pandemie ist wohl China, dessen Wirtschaft 2020 um nahezu +3% zugelegt hat. Das für 2021 erwartete Wachstum beträgt zwischen +8% und +9%. Der permanente Anstieg des RMB gegenüber dem USD liefert den besten Beweis dafür. Im Gegensatz…
O argumento a favor de uma boa gestão ativa na China! Um dos grandes vencedores da pandemia da Covid-19 parece ser a China, cuja economia cresceu quase 3% em 2020 e deverá continuar a crescer entre 8% e 9% em 2021. A contínua valorização do RMB face ao USD é…
The case for good active management in China! One of the big winners of the COVID-19 pandemic appears to be China, which has seen its economy grow by almost +3% in 2020 and is expected to grow between +8% and +9% in 2021. The continued appreciation of the RMB versus…
La resilienza dei Paesi del Golfo Persico Dopo l’anno ruggente del 2019, il comparto azionario dei Paesi del Golfo Persico ha subito una contrazione significativa a causa della pandemia da Coronavirus, che ha messo a dura prova le economie di tale area geografica. Nel mese di Marzo, in particolare, ha…