Commentaire de gestion – Novembre 2019 (Gemway Assets) Par Fundswatch


© Reuters.

Après avoir été négatifs entre avril et octobre, les flux vers les émergents sont de nouveaux positifs depuis quelques semaines. Malgré encore certaines incertitudes sur les relations sino-américaines, nous pensons que les pays émergents pourraient tirer la croissance mondiale en 2020.

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