7/03/2025 Economy & Markets Locked ‘n’ loaded and ready to fire: first take on China’s N... After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...
20/01/2025 Emerging Markets Focus on China This report analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...
19/11/2024 Emerging Markets The rise of regional connectivity in Emerging Asia Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.
22/10/2024 Emerging Markets Emerging Markets charts and views: Gearing up ahead of US el... The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.
10/10/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2024 While monetary policy in LatAm has been nothing short of prudent, both on the way up and down, LatAm’s post Covid and post elections fiscal consolidation...
30/09/2024 Geopolitics China policy: short-term lift or long-term change? China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities
26/07/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2024 Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.
11/07/2024 Emerging Markets EM winners in a fragmented world Emerging Markets, particularly India, are playing a crucial role in driving the global economic recovery in 2024 due to their resilience.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...
3/01/2023 Emerging Markets China: back to pragmatism In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.
2/12/2022 Emerging Markets China housing policy: better late than never The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that...
7/11/2022 Emerging Markets Where is China heading to? China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped...
6/05/2022 Emerging Markets Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a sourc... Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
23/03/2022 Retirement Pension Funds Letter 14 - The Red Dragon continues its ascen... In this latest edition of Amundi Pension Fund Letter we turn our gaze to China. The world’s second largest economy since 2010.