06/11/2021

Polar Capital

06/11/2021 | Polar Capital

Region Thematic & Sector Emerging Markets & Asia|21 May 2021 Emerging Markets: The impact of inflation and political intervention

Jorry Noddekaer explains why, while recognising the fears of an inflation spike in the short term, he sees a favourable growth environment for emerging market equities over the medium to long term. He argues that instead of seeing signs of structural inflation, he is more positive about an orderly return to pre-pandemic levels.

 
READ THE FULL ARTICLE HERE

News

Teaser image

12/13/2024

Outlook 2025 - The Year of the Dollar

Structural changes: Fiscal over monetary The consensus call for 2025 seems to be that rate cuts by major cent...
Read more
Teaser image

11/22/2024

Bitcoin’s rally is not over

What happened Following the U.S. elections, Bitcoin has reached a new all-time high, now trading slightly abo...
Read more
Teaser image

11/19/2024

25 Jahre Shareholder Value Management: Frankfurter Modern Value Investor feiert Firmenjubiläum

Vergangene Woche feierte die Frankfurter Fondsboutique Shareholder Value Management ihr 25-jähriges Firme...
Read more
Teaser image

11/14/2024

Structured Credit entschlüsselt

Was bieten "Structured Credits"? "Structured Credits" können durch ihre Beschaffenheit Anlegern eine Reih...
Read more
Teaser image

11/12/2024

US-Präsidentschaftswahlen: Trump gewinnt erneut. Was könnte das für die Märkte bedeuten?

Die erste Reaktion der Märkte fiel überschwänglich aus. Historisch gesehen hat es für die ...
Read more