- Main themes for investing in Chinese equity over the summer and beyond
Main themes for investing in Chinese equity over the summer and beyond
Tuesday 10 August 2021
All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors. Under this regulatory pressure, the Chinese market has underperformed both MSCI DM and MSCI EM indices following a strong performance in 2020...
The Recent Performance of ESG Investing, the Covid-19 Catalyst and the Biden Effect
The purpose of this paper is to appraise recent ESG trends in global equity markets. It contributes to a broader research project started at Amundi in 2014 on the relevance of ESG.
ESG Thema #4 - Investing in the Circular Economy: Closing the loop
Circular Economy can be defined as an economic system of trade and production which, at all stages of the product lifecycle, aims to increase the efficiency of resource use and reduce environmental impact while developing the well-being of individuals.
Shifts & Narratives #10 - China is finally emerging from the US’s shadow
Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income. In this respect, China’s assets could prove to be a useful diversifier for global portfolios, as they are likely to become increasingly independent from US ones.