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Edgar Walk im Interview mit Börsen Radio Network - 29.9.2021 - Edgar Walk

Statt Evergrande eher Hongkong das asiatische Lehman?

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"Der Immobiliensektor ist überdimensioniert und bedarf sicherlich einer Schrumpfung." meint Edgar Walk im Interview mit Börsen Radio Network. Die Folgen? "Auf alle Fälle Rezession in China! Wir sind jetzt schon in der Rezession und es wird sich noch verschärfen." Was bedeutet das für die Firmen, die starkes China-Geschäft haben, kommen die auch in Schwierigkeiten? Edgar Walk warnt außerdem davor, dass Evergrande nicht das neue Lehman wird, sondern Hongkong das Potenzial dazu hat.

Edgar Walk, Chefvolkswirt Metzler Asset Management
Edgar Walk

Chief Economist , Metzler Asset Management

Edgar Walk joined Metzler in 2000. As Chief Economist in the asset management division, he is responsible for formulating our global economic outlook. Due to his close cooperation with the portfolio management, he focuses on capital market themes as well as on global economic analyses. Mr. Walk holds a master’s degree in economics from the University of Tübingen in Germany and spent a semester at the University of Doshisha in Kyoto, Japan. In addition, he completed the program “Advanced Studies in International Economic Policy Research“ at the Institute of World Economy in Kiel, Germany.

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