CIO-comment from Karin Kunrath

The war in Iran is putting the global economy to the test, yet emerging market stock markets are proving resilient. A look at the factors driving this stability – from growing independence from the dollar to major political power shifts in Budapest.

In this interview, fund manager András Szálkai outlines the reasons behind the equity fund’s current strong performance since its restructuring in August 2023. He also discusses the implications of the Hungarian election and the significance of large-scale investment programmes for Central and Eastern Europe.

Asia is the largest, most populous, and fastest-growing continent on earth. Some economic sectors are expanding particularly dynamically and offer above-average earnings opportunities, notwithstanding a number of economic and/or political risks that undoubtedly exist, and which should not be disregarded.

Many investors are seeking investment opportunities that deliver relatively predictable and steady returns while allowing them to invest responsibly and sustainably. For them, Raiffeisen Capital Management offers a fund with quarterly distributions precisely for this purpose.