Must read articles

China
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Monthly Cross Asset 3.01.2023 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.

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Monthly Cross Asset 2.12.2022 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 credit forbearance would not be considered as stepping on the red lines.

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Monthly Cross Asset 7.11.2022 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 landing.

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Research Center - 2022.10 - Emerging Markets Charts and Views - EM investing after the great repricing
Insights Paper 27.10.2022 Emerging Markets Charts and Views - EM investing after the great repricing

Emerging Markets investing after the great repricing

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Monthly Cross Asset 12.09.2022 Taiwan: depicting the unthinkable

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.

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Monthly Cross Asset 11.07.2022 The emerging markets hurdles

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

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Monthly Cross Asset 6.05.2022 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.

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Pension Funds letter
Letter 23.03.2022 Amundi Pension Funds Letter n°14

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

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Insights Paper 7.02.2022 Emerging Markets Charts and Views - Reasons for cautious optimism in 2022

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

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