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Positive Fundamentaldaten sorgen für attraktive Renditen in Schwellenländern

Die Fundamentaldaten der Schwellenländer sind positiv und engagierte Experten können von attraktiven Kaufgelegenheiten profitieren, so Thomas Rutz, Fondsmanager für Schwellenländer bei MainFirst.
14.08.2018

Die Fundamentaldaten der Schwellenländer sind positiv und engagierte Experten können von attraktiven Kaufgelegenheiten profitieren, so Thomas Rutz, Fondsmanager für Schwellenländer bei MainFirst.

Die Fundamentaldaten der Schwellenländer sind heute wesentlich robuster als in der Vergangenheit. Obwohl Unsicherheiten im Zusammenhang mit Handelszöllen, der Stärkung des US-Dollar und den Twitter-Tiraden von Donald Trump jüngst für Marktkorrekturen sorgten, sind die Schwellenländer gegenüber solchen Faktoren deutlich weniger anfällig als während der Phase des „Taper Tantrum“. 

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