Markets & Strategy
Amundi's experts share their opinions and forecasts on the global financial markets.
8th March 2010
Key topics:
- Don’t write off the British economy too quickly
- Equities: the country factor is back
- Emerging economies local currency debt markets: coming of age
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Market Insights - 08/03/10 pdf I 367.06 ko
Archives:
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Market Insights - 22/02/10 pdf I 357.08 ko
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Market Insights - 15/02/10 pdf I 352.30 ko
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Market Insights - 08/02/10 pdf I 447.84 ko
February 2010
Shifting gears
- Fixed income: Be a little more patient to see higher yields
- Equities: Broad decline in equities in January
- Sectors: Awaiting entrenchment of the rebound in advanced economies
- Currencies: Towards a firmer dollar versus the yen than the euro
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Market Watch - February 2010 pdf I 413.92 ko
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Live from CAAM - December 2009 pdf I 367.32 ko
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Live from CAAM - November 2009 pdf I 261.99 ko
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Live from CAAM - October 2009 pdf I 763.34 ko
First Quarter 2010
- Inflation remains Public Enemy # 1 in both China and India during 2010
- 1Q10 Investment Outlook and Strategy
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Live from Amundi Asia - Q1 2010 pdf I 957.95 ko
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Live from CAAM Asia - Q4 2009 pdf I 456.38 ko
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Live from CAAM Asia - Q3 2009 pdf I 457.30 ko
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Live from CAAM Asia - Q2 2009 pdf I 426.54 ko
Asian equity markets posted first significant correction in the first month of 2010 since the market rally started in March 2009, mainly led by the change in monetary policy to tightening stance in China. […]
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Asia Pacific Monthly Outlook - February 2010 pdf I 553.40 ko
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Asia Pacific Monthly Outlook - January 2010 pdf I 576.25 ko
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Asia Pacific Monthly Outlook - December 2009 pdf I 552.96 ko
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Asia Pacific Monthly Outlook - November 2009 pdf I 526.18 ko