Stretto di Hormuz chiuso: vincitori e vinti tra i Paesi emergenti

Lo shock geopolitico scaturito dalla guerra in Iran si riflette anche sui Paesi emergenti. In Asia realtà come Taiwan e Corea del Sud sono più resilienti grazie al settore dell’intelligenza artificiale. Il risveglio delle commodity riporta invece al centro dell’attenzione l’America Latina e, in particolare, il Brasile. In Medio Oriente i listini stanno reagendo in modo molto differenziato: la vicinanza o meno dallo Stretto di Hormuz influisce sulle performance dei listini dell’area. E poi ci sono i listini di frontiera africani. Ne parliamo con Giovanni Buffa (Portfolio manager AcomeA Sgr), Gabriele Debach (Market analyst eToro per l’Italia) e Stefano Gianti (Analista di Swissquote). In studio conduce il giornalista Marcello Frisone Receive SMS online on sms24.me

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