Schroders: Opkomende markten – overzicht research
30 september 2021
Hieronder vindt u een kort overzicht van de rapporten en research over opkomende markten die Schroders recentelijk heeft uitgebracht.
Voor verdere toelichting of een interview met een expert van Schroders, mail naar wim.heirbaut@bepublicgroup.be.
Which emerging markets are most at risk from future Covid outbreaks?
Supply chain disruption and recent Delta outbreaks have hit activity in Asia more than in eastern Europe and Latin America. We assess the state of vaccine distribution in emerging markets.
Are local EM bonds approaching a turning point?
With slowing growth affording scope for more moderate policy tightening, emerging market local currency bonds are starting to look like good value.
How a coup in Guinea impacts China and the energy transition
Political uncertainty in Guinea has lifted aluminium prices even higher. This is a reminder of the risks to energy transition and net zero targets.
Is India's central bank risking a taper tantrum?
As India’s central bank assesses a return to normality for monetary policy, we look at what this means for markets.
The good and bad of south-east Asian markets
Those Asian equity investors turning their attention away from China towards the ASEAN region may find it to be a mixed bag. Here, we highlight a market we like and a market we don’t.
Q&A: what could a collapse of Evergrande mean for markets?
Our investors assess the risks around an Evergrande collapse, the potential for contagion, and the policy implications.
China: what zero tolerance, supply chain disruption and floods mean for economic growth
Floods, supply chain issues, and renewed Covid-19 restrictions may be temporary but we still expect a cyclical slowdown to follow.
Een volledig overzicht van recent onderzoek van Schroders vindt u hier.