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Ramping up the US-China chip rivalry: Who will suffer the most?
FRONT OF MIND | Article - 4 Min

Ramping up the US-China chip rivalry: Who will suffer the most?

In another turn of the screw in its ban on tech and chip exports to China, the US is proposing...

CHI LO
| 14.03.2023
All change in China, now it's over to the consumer...
PORTFOLIO PERSPECTIVES | Article - 5 Min

All change in China, now it's over to the consumer...

Chinese policymakers are pulling out all the stops to revive economic growth in 2023. Minyue Liu, Investment Specialist for Greater...

MINYUE LIU
| 22.02.2023
Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer
PORTFOLIO PERSPECTIVES | Podcast - 10:39 MIN

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer

Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for...

ZHIKAI CHEN
+1 other(s)
| 06.02.2023
China’s structural growth - From opportunities to challenges with risks
FRONT OF MIND | Article - 5 Min

China’s structural growth - From opportunities to challenges with risks

After more than 40 years of economic reforms, China is arguably moving from an era of growth opportunities to one...

CHI LO
| 27.01.2023
Investment symposium – Macroeconomic themes for 2023
PORTFOLIO PERSPECTIVES | Article - 5 Min

Investment symposium – Macroeconomic themes for 2023

At our annual Investment Symposium, investment teams from across BNP Paris Asset Management debated the macroeconomic themes with the potential...

Weekly market update – Inflation down, China reopens. Happy New Year
WEEKLY
MARKET UPDATE 12.01.2023
FRONT OF MIND | Article - 3 Min

Weekly market update – Inflation down, China reopens. Happy New Year

Inflation in Europe and the US has continued to soften, while China has ditched its zero-Covid policy and shifted to...

CHI LO
| 12.01.2023
Renminbi internationalisation – The petro-yuan and the role of gold
FRONT OF MIND | Article - 4 Min

Renminbi internationalisation – The petro-yuan and the role of gold

If Saudi Arabia decides to trade its oil with China in renminbi rather than US dollars, it would add momentum...

CHI LO
| 06.01.2023
Multi-asset update – Trimming our China exposure
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Article - 2 Min

Multi-asset update – Trimming our China exposure

Weighing up a generally gloomier economic outlook, the limited readability of the Chinese market after September’s Politburo meeting, and the...

Hong Kong dollar peg stress-tested – again
FRONT OF MIND | Article - 5 Min

Hong Kong dollar peg stress-tested – again

Is the Hong Kong-US dollar peg – the Linked Exchange Rate System (LERS) – truly sustainable? It’s once again being...

CHI LO
| 13.12.2022
The stars may be aligning for China’s recovery
FRONT OF MIND | Article - 3 Min

The stars may be aligning for China’s recovery

In recent days, China has proposed relaxing some of its strict zero-Covid policies and property market restrictions. These measures will...

CHI LO
| 16.11.2022
Crypto’s contagious effect on equities
PORTFOLIO PERSPECTIVES | Article - 3 Min

Crypto’s contagious effect on equities

The increasing correlation between cryptocurrency trading and equity markets – especially in Asia – could be contagious. Large crypto losses...

CHI LO
| 09.11.2022
China’s new leadership – What has changed?
FRONT OF MIND | Article - 3 Min

China’s new leadership – What has changed?

Four of the seven-member Chinese Politburo Standing Committee are new appointees. What are some possible implications of the change? The...

CHI LO
| 28.10.2022