Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...

Outlook for EM assets: opportunities and risks for EM-investors in 2023.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.

The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that...

Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout

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...

Emerging Markets investing after the great repricing

Russia’s recent invasion of Ukraine has focused investors’ minds on the Taiwan issue and the People’s Republic of China’s potential approach to it.

While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high...

The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.

Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.

In this latest edition of Amundi Pension Fund Letter we turn our gaze to China. The world’s second largest economy since 2010.

Emerging Markets Charts and Views - Reasons for cautious optimism in 2022