Information about the coronavirus, FAQs and analyses

EMERGING MARKETS CORPORATE BONDS UPDATE

Key messages:

  • Price corrections in all markets due to upcoming US elections and increased Covid-19 infection rate.
  • India aims to succeed China as technology provider for the US. Apple suppliers have already announced plans.
  • Adjusted fund weightings due to price corrections in the Chinese real estate segment. We, nevertheless, continue to believe in this sector.
  • Despite fundamentally difficult market conditions, positive outlook for our portfolio companies

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