Markets & Strategy
Amundi's experts share their opinions and forecasts on the global financial markets.
26th July 2010
Key topics:
- The Fed and the dollar: a complex link
- Equities: towards a more defensive sector rotation
- China: A Mid-Year Review
-
Market Insights - 26/07/10 pdf I 382.61 ko
Archives:
-
Market Insights - 19/07/10 pdf I 354.26 ko
-
Market Insights - 12/07/10 pdf I 146.60 ko
-
Market Insights - 05/07/10 pdf I 181.78 ko
July / August 2010
Don’t rule out European growth too quickly
- Fixed Income: What’s in store for long yields?
- Equities: Keeping the powder dry
- Commodities: A matter of diversification
- Currencies: China: long-awaited flexibility restored to the yuan
-
Market Watch - July / August 2010 pdf I 550.73 ko
-
Market Watch - June 2010 pdf I 666.48 ko
-
Market Watch - May 2010 pdf I 443.54 ko
-
Market Watch - April 2010 pdf I 460.81 ko
First Quarter 2010
- Inflation remains Public Enemy # 1 in both China and India during 2010
- 1Q10 Investment Outlook and Strategy
-
Live from Amundi Asia - Q2 2010 pdf I 1386.51 ko
-
Live from CAAM Asia - Q4 2009 pdf I 456.38 ko
-
Live from CAAM Asia - Q3 2009 pdf I 457.30 ko
-
Live from CAAM Asia - Q2 2009 pdf I 426.54 ko
March 2010
Asian equity markets edged up slightly in February after posting significant correction in January. We expect market environment to remain choppy and difficult in 1H10 due to ongoing tightening bias of Asian central banks and uncertainty in the global economy in 2H10. […]
-
Asia Pacific Monthly Outlook - June 2010 pdf I 583.98 ko
-
Asia Pacific Monthly Outlook - May 2010 pdf I 564.04 ko
-
Asia Pacific Monthly Outlook - March 2010 pdf I 623.17 ko
-
Asia Pacific Monthly Outlook - February 2010 pdf I 553.40 ko