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Werbeinformation der Metzler Asset Management GmbH - 8.5.2020 - Edgar-Walk

Aufschwung in China mit angezogener Handbremse?

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Trotz der scheinbar nur schleppenden Erholung von Chinas Volkswirtschaft hält Edgar Walk, Chefvolkswirt Metzler Asset Management, vorläufig an seiner Prognose fest, dass sich die Weltwirtschaft nach dem Coronaschock im zweiten Halbjahr kräftig erholen wird, attestiert ihr aber nun eine geringere Eintrittswahrscheinlichkeit. Einen besonders hohen Stellenwert, um die weitere Wirtschaftsentwicklung in China einschätzen zu können, haben für ihn die Zahlen zur Realwirtschaft, die in den nächsten Tagen veröffentlicht werden. Ihnen attestiert er in extremen Krisen eine höhere Aussagekraft als den bereits veröffentlichten und überraschend schlecht ausgefallenen Einkaufsmanagerindizes. Mehr zu diesem und anderen Themen lesen Sie in Walks Kapitalmarktausblick auf die kommende Woche. 
 

Kapitalmarktausblick auf KW 20 8.5.2020 PDF — 357 KB
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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