After the surprising results of the US election, emerging markets sold off sharply. We believe that this was driven by sentiment rather than fundamentals. The new levels should offer attractive entry points for investors.
The emerging-markets story remains intact. As broad segments of the global population continue to advance towards middle-class lifestyles, private consumption persists as a major theme. This drives GDP growth in China, India, and across the regions, and creates opportunities in sectors as diverse as personal care, transportation, and sports. We expect raw-materials-dependent countries such as Brazil, Russia, and South-Africa to stabilize as well, based on recovering consumption and robust demand.
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Blockchain enables the ownership of virtual property to be determined beyond doubt, as well as allowing ownership rights to be freely traded. The technology eliminates the need for a central ledger. The Center for Innovative Finance (CIF) at the University of Basel is investigating how these technologies are affecting business and society. The research unit is supported by Credit Suisse Asset Management, which has endowed a professorship in Distributed Ledger Technology (Blockchain)/Fintech.
What is commonplace in the automotive industry is also finding its way into the real estate sector. Thanks to Credit Suisse Asset Management Global Real Estate, tenants can use the online office configurator to search for, select, and configure their office space. And all this in real time.
Technology pioneers, megacities, and economic powerhouse – with almost 1.5 billion inhabitants and more than 100 cities with populations exceeding one million, China is a key component of the global economy.