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El inesperado buen año de los emergentes. ¿Seguirá? Con Jorge Bellas y Gabriela Pérez-Pla

EPISODE · Oct 2, 2025 · 39 MIN

El inesperado buen año de los emergentes. ¿Seguirá? Con Jorge Bellas y Gabriela Pérez-Pla

from Finect Alpha

Aunque los focos se los está llevando Wall Street y la reacción de Europa, 2025 también está siendo un muy buen año para emergentes, casi con la única excepción de India. ¿Dónde están viendo más oportunidades los gestores? Lo analizamos con Jorge Bellas, Productos y Servicios de Inversión en GVC Gaesco y Gabriela Pérez-Pla, Gestora de Carteras en Creand Asset Management. Gracias a nuestro partner Generali Investments, la plataforma de gestión de activos del grupo Generali, que agrupa a 12 sociedades de inversión con competencias especialistas en los mercados públicos y privados para responder a las necesidades de cada cliente. Este es el libro que recomienda Gabriela: https://amzn.eu/d/gn7gRXj ¡EMPEZAMOS!

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El inesperado buen año de los emergentes. ¿Seguirá? Con Jorge Bellas y Gabriela Pérez-Pla

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