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Aktives Stock Picking in Asien

Die Coronavirus-Pandemie hat Industrien und Volkswirtschaften in Asien unterschiedlich hart getroffen. Große Technologie-Namen wie Alibaba und Tencent scheinen als Gewinner hervorzugehen – oder sind sie überbewertet? Wie geht es im hart getroffenen Tourismussektor weiter – wo ergeben sich hier Investment-Chancen bei asiatische Aktien? Wir fragten Gary Monaghan, Investment Director und Head of Investment Solutions Asia ex Japan, Fidelity International.

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