spaines

Visión de mercado

China ejercita su músculo político pero, ¿todavía seguirá teniendo fuerza para levantar grandes pesos?
China ejercita su músculo político pero, ¿todavía seguirá teniendo fuerza para levantar grandes pesos?
China ejercita sus músculos para atajar los problemas del país, pero eso va a hacer que los inversores sigan mostrándose precavidos hasta que la economía nacional aumente su crecimiento.
06-01-2022 | Perspectiva mensual
The earnings engine threatens to sputter as tapering begins
The earnings engine threatens to sputter as tapering begins
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
11-10-2021 | Visión
A more cautious stance on equities
A more cautious stance on equities
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
07-10-2021 | Perspectiva trimestral
Guide to emerging markets investing
Guide to emerging markets investing
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
17-06-2021 | Visión
From deep value to ‘value with a future’
From deep value to ‘value with a future’
As the global economy continues to recover, our positive stance on global equity markets remains well underpinned.
28-04-2021 | Perspectiva trimestral
Sustainability trends in Asia present investor opportunities
Sustainability trends in Asia present investor opportunities
There are numerous developments in the Asian region that bode well for sustainable investing, says Arnout van Rijn, Robeco’s CIO Asia Pacific.
16-04-2021 | Vídeo
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
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
‘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
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
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