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The renminbi’s creeping internationalisation (IV): BRICS expansion and the rise of Africa
Front of mind | Article - 4 Min

The renminbi’s creeping internationalisation (IV): BRICS expansion and the rise of Africa

The expansion of the BRICS bloc and China’s increasing business in Africa are deepening the renminbi’s internationalisation as China works...

CHI LO
| 27.09.2023
The US Fed and the cost of the Hong Kong dollar peg
Front of mind | Article - 3 Min

The US Fed and the cost of the Hong Kong dollar peg

Once again, Hong Kong has been feeling the liquidity pinch from sustaining the Hong Kong dollar (HKD) peg on the...

CHI LO
| 09.06.2023
The renminbi’s creeping internationalisation (III) – Salami-slicing
Front of mind | Article - 5 Min

The renminbi’s creeping internationalisation (III) – Salami-slicing

Greater use of the renminbi has taken a notable step forward, with recent announcements by Brazil, Saudi Arabia, France and...

CHI LO
| 14.04.2023
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
Asset allocation monthly - Not so fast
Portfolio perspectives | White paper - 6 Min

Asset allocation monthly - Not so fast

The surge in equities and fall in long-term bond yields so far this year suggests investors have been buying into...

MAYA BHANDARI
+1 other(s)
| 07.02.2023
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...

Multi-asset update: Shifting out of neutral on the yen ahead of more BoJ tests
Portfolio perspectives | Article - 1 Min

Multi-asset update: Shifting out of neutral on the yen ahead of more BoJ tests

We have shifted to a modest long position in the Japanese yen against the euro in our multi-asset portfolios. The...

MAYA BHANDARI
| 20.01.2023
Talking heads – Make way, greenback, it is time for the euro and the yen
Portfolio perspectives | Podcast - 7:59 MIN

Talking heads – Make way, greenback, it is time for the euro and the yen

In what can be expected to still be volatile currency markets, the US dollar looks set to lose further ground...

JOHN BRADLEY
+1 other(s)
| 16.01.2023
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
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
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
A fireside chat about the renminbi – How far will it fall?
Front of mind | Article - 4 Min

A fireside chat about the renminbi – How far will it fall?

In recent weeks, the renminbi has depreciated significantly against the US dollar. Chi Lo, our senior market strategist in Hong...

CHI LO
| 24.05.2022