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Talking Heads – Looking to Turkey for some investing delight
Portfolio perspectives | Podcast - 9:43 MIN

Talking Heads – Looking to Turkey for some investing delight

Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024....

HUSEYIN AKAR
+1 other(s)
| 26.02.2024
Fixed Income Quarterly – Emerging market bonds: a return of flows
QUARTERLY
FIXED INCOME OUTLOOK Q1
Portfolio perspectives | Article - 4 Min

Fixed Income Quarterly – Emerging market bonds: a return of flows

Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became...

ALAA BUSHEHRI
| 14.02.2024
Graph of the Week - China’s stock market makes new lows
Front of mind | Article - 2 Min

Graph of the Week - China’s stock market makes new lows

China’s stock market has been one of the worst performing in the world, with the Shanghai Shenzhen CSI 300 dropping...

ANDREW CRAIG
| 02.02.2024
China’s central bank needs to ease more aggressively – and for longer
Front of mind | Article - 2 Min

China’s central bank needs to ease more aggressively – and for longer

In our view, there are good grounds for believing that China’s monetary transmission mechanism has lost effectiveness since the pandemic....

CHI LO
| 19.01.2024
Graph of the week – Global inflation, will the last mile be the hardest?
Front of mind | Article - 2 Min

Graph of the week – Global inflation, will the last mile be the hardest?

The rally in markets over the last month has largely been driven by the view of a “soft landing” in...

DANIEL MORRIS
| 12.01.2024
Explaining the plunge in China’s foreign direct investment
Front of mind | Article - 4 Min

Explaining the plunge in China’s foreign direct investment

For the first time since records began, China has suffered an outflow of foreign direct investment (FDI), raising market concerns...

CHI LO
| 08.12.2023
Asset Allocation Monthly – Bonds rally; still cautious on equities
MONTHLY
ASSET ALLOCATION
Portfolio perspectives | Article - 6 Min

Asset Allocation Monthly – Bonds rally; still cautious on equities

Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active...

MAYA BHANDARI
+1 other(s)
| 05.12.2023
How innovative Asian firms have conquered niche environmental solutions
Front of mind | Article - 4 Min

How innovative Asian firms have conquered niche environmental solutions

The rapid electrification of the car market highlights the global opportunities for the region’s technological leaders.   Technological innovation has...

OSCAR YANG
+1 other(s)
| 16.11.2023
Talking Heads – Global emerging markets: adjusting to slower Chinese growth
Portfolio perspectives | Podcast - 13:49 MIN

Talking Heads – Global emerging markets: adjusting to slower Chinese growth

Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre...

ZHIKAI CHEN
+1 other(s)
| 13.11.2023
Weekly Market Update – The impact of the rise in US bond yields on Asia
WEEKLY
MARKET UPDATE 26.10.2023
Front of mind | Article - 3 Min

Weekly Market Update – The impact of the rise in US bond yields on Asia

The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week.  The...

CHI LO
| 26.10.2023
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
Not created equally – Stewardship in Asia
Forward thinking, | Article - 3 Min

Not created equally – Stewardship in Asia

Overall, stewardship at BNP Paribas Asset Management centres on the key themes of energy transition, environmental sustainability and equality and...

JANE HO
| 28.08.2023