Effects of Coronavirus on Emerging Markets

The Coronavirus should charge according to analysts, the Chinese economy growth in the first quarter compared with the year-on-year by up to two percentage points. The economic consequences for other emerging countries are partly negative, partly positive – and will therefore compensate for a piece. Declining visitor numbers from the middle Kingdom to burden the tourism sector in Hong Kong, Thailand, and Cambodia. the device, the Chinese industrial production in the longer term, to a Halt, it would have an impact because of the tightly interwoven supply chains, especially a negative impact on Taiwan, Malaysia and South Korea. Under a lower demand for raw materials, in particular, Saudi Arabia, Chile and South Africa suffering. Turkey and India will benefit from lower Oil prices. And since they depend economically only slightly different from China, the local stock markets since the beginning of the year, better than the emerging market as a whole. But this already begins to recovery: More than two-thirds of the losses since mid-January, are already caught up again.

Olympia could Japan's economic push

The Coronavirus could threaten the Olympic games in Tokyo, even if the Japanese government keeps the date in the summer festival. After all, China has cancelled planned for April, the formula 1 race in Shanghai. Major sporting events act for the host countries, often like a small economic programme, as higher investments in infrastructure occur, and a large number of foreign tourists to the venues to visit. < / strong>, The Japanese economy could get this year, thus an additional impulse for growth of 0.2 percentage points. in addition to the Japanese companies that offer their products and services, benefit from major sporting events, often sports article manufacturer. It might be worthwhile for the risk takers, to retain such share in more detail in the eye – assuming the games take place at all.

automotive industry is moving to Morocco

is The market leader in the Moroccan telephony market, Maroc Telecom , was convicted of anti-competitive behaviour to a penalty of more than 300 million euros. This pushes the stock prices in Casablanca, the former state group stands for a third of the Moroccan stock market. Ulrich Stephan; DeuBa

The Director of the most important stock exchange in North Africa, has meanwhile announced that by 2020, two new IPOs are planned. Names have not yet been called for a strengthened trade, however, could help Morocco move up in the classification of the index provider, MSCI, again, in the League of emerging countries. the Due to the expected capital inflows, I see upside potential, in addition to also the could help in the auto sector-based economy to rising rates. The opening of a Peugeot plant in Kenitra could increase Car exports to the North African country this year to 40 percent. According to reports, other European and Japanese manufacturers are already playing with the idea of a commitment in Morocco.

semiconductor industry: new technology, new markets

In the semiconductor production, the Trend to smaller and more powerful Chips steadily. This development can often be achieved only through new production methods. Currently, the method "Extreme Ultraviolet Lithography" (EUVL) offers the possibility to use the space on the circuit boards even more effectively than in the past. the So that Chips can be produced, with a further increase in performance, their cost of production but around one-third below the previous lie. Just the cost effect may open up new markets for the chip industry. For example, a surface failed use of Chips on food to Check the minimum shelf life, or for the ingredients or the production often at the cost question. Here could open up with the appropriate risk appetite in the medium and long - term price opportunities for selected stocks from the global semiconductor sector.

the number of the day: 536

This is went well. the Front of the ostrussischen Sakhalin island could be saved, 536 fishermen from a huge ice floe. Approximately 200 meters had been removed, the fluctuating to get to the bottom of the coast. In this Winter, the was not the first incident of this kind, and the authorities are very enthusiastic: they throw the Ice to beat warnings before aborting floes in the Wind.

you Show today, the ground of liability.

Sincerely,

Ulrich Stephan

chief investment strategist for Private and corporate customers

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hyo Date Of Update: 13 February 2020, 11:00