Emerging markets
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....
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...
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...
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....
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...
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...
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...
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...
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...
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...
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...
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...