Emerging Markets

2021.10 - slider this month's topic
Monthly Cross Asset 4.10.2021 Covid headwinds ease as China risks rise

At the time when EMs are navigating towards a healthier environment (Covid cases numbers shifting downward and vaccination rollouts speeding up), China’s selfinduced deceleration is now looming.

More 5 to 10 minutes
  • PDF
2021.09---slider-thematic-1
Monthly Cross Asset 8.09.2021 HY default rates: recent and expected trends

Persistent supportive funding conditions and the improved macro picture are consistent with a current and expected benign picture for US and European default cycles, which are likely to remain on a downward trend in the coming months.

More 5 to 10 minutes
  • PDF
2021.08---china-equity---Slider
Investment Talks 10.08.2021 Main themes for investing in Chinese equity over the summer and beyond

All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors.

More > 10 minutes
  • PDF
2021.07 - slider this month's topic
Monthly Cross Asset 2.07.2021 EM monetary policies normalisation as the low tide is getting higher

The monetary policy conditions in the emerging markets are still definitely dovish.

More 5 to 10 minutes
  • PDF
Monthly Cross Asset 2.06.2021 RMB internationalisation: the new commanding heights

In the early stage of RMB internationalisation, RMB transactions occurred mostly in trade settlement between China and neighbouring economies.

More 5 to 10 minutes
  • PDF
2021.06  - Monthly Cross Asset - First quarter 2021 results
Monthly Cross Asset 2.06.2021 First quarter 2021 results: a far better-than-expected rebound that augurs well for the full year

Corporate results rebounded in Q1 2021 to a surprising extent everywhere and are likely to continue doing so beyond 2021. This could mean a new, earnings-driven phase in the equity market rally.

More 5 to 10 minutes
  • PDF
slider
Thematic Paper 25.05.2021 Artificial Intelligence Solutions to Support Environmental, Social, and Governance Integration in Emerging Markets

"Assessing the environmental, social, and governance (ESG) quality of an issuer is key for investment decisions, not only to take into account the sustainable risks that might weaken the issuer’s financial strength, but also to assess the product’s impact on key issues that represent a systemic risk for society, such as climate change, fraud and corruption, and social cohesion. To perform this assessment, having access to data is paramount. Today, because of regulation differences, disclosure is different from one region to another. There are nevertheless data sources that are underused and could, if correctly analyzed, strengthen our ESG assessment.

More > 10 minutes
  • PDF
slider
Insights Paper 17.05.2021 Emerging Markets Charts & Views - Navigate the cyclical recovery and ride the long-term opportunities in energy transition and Asia

The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven across advanced and emerging economies, hinging critically on the virus cycle and the success of vaccine campaigns.

More > 10 minutes
  • PDF
2021.04-Emerging Market Green Bonds Report 2020-Slider
Report 19.04.2021 Emerging Market Green Bonds - Report 2020
55

The third edition of the “Emerging Market Green Bonds Report” highlights the key trends in and outlook for green bond market developments in emerging markets (EMs) in the context of the COVID-19 crisis. The report also provides a broad overview of the policy and regulatory updates that could affect the green bond market.

More > 10 minutes
  • PDF
  • 55

Get in touch with us

Our online help service is available to answer your question

My personal information

If you have a question about our company or one of our products, please complete the form to get in touch. Please do not mention your account numbers or critical data in this form.

Civility*

(*) Required fields
All our job offers (Permanent and temporary position, Internship, Apprenticeship or VIE) are available on our dedicated website: https://jobs.amundi.com.

Register and apply directly online.

Amundi on Twitter