spaines

Visión de mercado

Navigating a sea of Covid and elections noise
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | Perspectiva trimestral
Why diversity and demographics favor investing in India
Why diversity and demographics favor investing in India
Investors looking for growth may start turning to a diverse country with more middle-class consumers than the whole of Europe – India.
07-10-2020 | Visión
Sizing up Chinese equities – a market too big to ignore
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
31-08-2020 | Visión
Señales verdes, value y el armario de la abuela
Señales verdes, value y el armario de la abuela
Los inversores nunca dejamos de aprender.
20-07-2020 | Visión
Gradually preparing for a rotation
Gradually preparing for a rotation
In our last quarterly, we expected markets of countries resuming economic activity earlier than others to fare better.
17-07-2020 | Visión
Pandemic starts process of EMs decoupling from each other
Pandemic starts process of EMs decoupling from each other
China, Taiwan and South Korea are among the farthest ahead on the path of normalization.
11-06-2020 | Visión
El gran libro de la inversión temática y en tendencias
El gran libro de la inversión temática y en tendencias
Descargue su ejemplar
US-China conflict: the pressure intensifies on ADRs
US-China conflict: the pressure intensifies on ADRs
Over the past few weeks, the US has ratcheted up its rivalry with China, with various announcements that go beyond a focus on restricting trade of goods.
27-05-2020 | Visión
El dilema: ¿China o Estados Unidos?
El dilema: ¿China o Estados Unidos?
Si me preguntan qué es lo que más me preocupa en estos momentos, puedo decirles que no es la volatilidad del mercado.
15-04-2020 | Columna
A-shares are probably the best place to be for active investors
A-shares are probably the best place to be for active investors
As China starts to recover from the coronavirus storm, domestic investors are already focused on economic green shoots.
06-04-2020 | Visión
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Strong volatility.
26-03-2020 | Visión
Podcast: dos tiros para un solo pájaro
Podcast: dos tiros para un solo pájaro
¿Cuál es el mejor enfoque para los inversores interesados en los mercados emergentes, por fundamentales o cuantitativo?
13-03-2020 | Podcast
Es pronto para ser pesimistas sobre la renta variable
Es pronto para ser pesimistas sobre la renta variable
El coronavirus está generando gran conmoción en el ámbito de la salud y ha desatado muchos temores en el mundo financiero.
07-02-2020 | Perspectiva mensual
Covid-19 - Market Update
Covid-19 - Market Update
Siga leyendo
Investing in China is a question of stock picking rather than index picking
Investing in China is a question of stock picking rather than index picking
In just a decade, Chinese assets have gone from exotic category status to that of must for global investors.
08-01-2020 | Entrevista
Never a dull moment: 25 years of emerging market investing
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
26-11-2019 | Visión
Giving China its rightful share in your portfolio
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
23-10-2019 | Perspectiva a 5 años
El próximo paso en FinTech: los facilitadores de ecosistemas
El próximo paso en FinTech: los facilitadores de ecosistemas
El boom del FinTech y los sistemas digitales de pago continúa de forma incansable.
22-10-2019 | Visión
‘Chinese stock market matures as institutional investors join the party’
‘Chinese stock market matures as institutional investors join the party’
Investor interest in China’s A-share market is growing.
27-08-2019 | Visión
Investing in a 50:50 World
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Columna
Previsible demora del necesario acuerdo comercial tras la cumbre del G20
Previsible demora del necesario acuerdo comercial tras la cumbre del G20
Llegar a un acuerdo comercial es algo crucial para los mercados de renta variable Tras reunirse con distintos líderes financieros, altos funcionarios y analistas de los think-tanks, tanto de Estados Unidos como de China, Fabiana Fedeli intenta dar respuesta a una pregunta clave: ¿Cuándo podría llegar el acuerdo comercial?
05-07-2019 | Visión
Stronger mandate for Modi bodes well for Indian reforms
Stronger mandate for Modi bodes well for Indian reforms
India needs jobs, infrastructure and renewed economic growth.
02-07-2019 | Visión
Using engagement to unpick the Korean Discount
Using engagement to unpick the Korean Discount
Foreign investors can unlock value at Korean companies through engagement, says active ownership specialist Ronnie Lim.
20-06-2019 | Visión
La nueva Gran Marcha de China
La nueva Gran Marcha de China
Los intentos de China de librar una guerra comercial con Estados Unidos plantean una batalla difícil para los activos de mercados emergentes, según el estratega Peter van der Welle.
07-06-2019 | Perspectiva mensual
The Saffron Wave
The Saffron Wave
Saffron, the official color of the Bharatiya Janata Party (BJP), prevails in the provisional election results that were announced today.
24-05-2019 | Emerging markets alert
Five reasons for strategic allocation to China A-shares
Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
08-05-2019 | Visión
This time it’s different: best opportunities outside of the US
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | Columna
China's new economy takes root
China's new economy takes root
The Chinese economy is currently experiencing a downturn and we believe it will hit rock bottom in the second quarter.
16-04-2019 | Visión
Low risk in China
Low risk in China
Does low-risk investing work with A-shares?
13-02-2019 | From the field
Residualizing Momentum in China
Residualizing Momentum in China
Previous studies have reported weak results for standard Momentum strategies in China.
02-01-2019 | From the field
Contribuyendo a los Objetivos de Desarrollo Sostenible de la ONU
Contribuyendo a los Objetivos de Desarrollo Sostenible de la ONU
Invertir en los Objetivos de Desarrollo Sostenible (ODS) marcados por Naciones Unidas puede resultar complicado, pero ahora es posible conocer cómo contribuyen las empresas a su consecución.
16-10-2018 | Visión
Five reasons for a strategic allocation to China A-shares
Five reasons for a strategic allocation to China A-shares
As the A-share market is opening up to investors and MSCI has just taken its first step to include A-shares, a lot of capital is expected to flow into the onshore Chinese market.
19-09-2018 | Visión