Currencies
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...