Investing in the Emerging Markets

Kdo bi si mislil, da bomo sredi odprtega vojaškega konflikta v zalivski regiji, ki je zelo občutljiva za svetovno gospodarstvo, skupaj z blokado ključnega Hormuškega ožine in znatno višjimi cenami nafte in plina, priča novim rekordom na svetovnih borzah?

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.

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.

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.