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BNP PARIBAS ASSET MANAGEMENT - USA Statue Liberty New York 1440x300
12 December 2018

High levels of local concentration suggest employers have market power

BNP PARIBAS ASSET MANAGEMENT - TM China 1440x300
28 November 2018

If you can, help others; if you cannot do that, at least do not harm them. - Dalai Lama   Summary The Sino-US trade tension risks escalating to a new cold war, which could cost not only China and the US, but also the world economy, dearly. Collateral damage to the global system could be another round of currency war in the short term with new volatility dynamics coming from China. If the end of the last Cold War fostered global economic integration, the beginning of the next one - between China and the US - will likely produce fragmentation, with long-term consequences on even technological innovation and climate change.

BNP PARIBAS ASSET MANAGEMENT - TM Statue Of Liberty USA 1440x300
7 November 2018

Equity markets' usual year-end Santa Claus rally might get an additional boost

BNP PARIBAS ASSET MANAGEMENT - USA Statue Liberty New York 1440x300
31 October 2018

The primary themes impacting the yields of US Treasuries and the pricing of future levels of inflation (via breakeven inflation rates (BEIs)) have changed little in the last few months. They continue to generate a range-trading environment for US Treasury bonds and TIPS.

BNP PARIBAS ASSET MANAGEMENT - TM Emerging markets 1440x300
8 October 2018

Growth dynamics and demographics add to the arguments in favour

BNP PARIBAS ASSET MANAGEMENT - Pedagogie 1140x300
18 June 2018

At the 13 June meeting, the Federal Open Market Committee raised the target range for the federal funds rate by a quarter point to 1.75-2.00%, marking the seventh increase in US interest rates of the current cycle.

BNP PARIBAS ASSET MANAGEMENT - TM Window Transparency 1440x300
15 June 2018

In China, policy is driving the push to cleaner energy, but the setup in India makes the transition tougher

BNP PARIBAS ASSET MANAGEMENT - TM China 1440x300
5 June 2018

Inclusion of mainland-listed stocks marks milestone in the opening of China’s financial markets

BNP PARIBAS ASSET MANAGEMENT - PV bond best selection world EM 1440x300
5 June 2018

How did the largest drop in nearly two years start and when will it end?

BNP PARIBAS ASSET MANAGEMENT - TM Brexit 1440x300
3 May 2018

As the UK prepares to leave the EU, the lack of clarity on how the split-up will work confounds the outlook for both the British economy and UK property stocks.

BNP PARIBAS ASSET MANAGEMENT - Asia Japan 1440x300
17 April 2018

On 9 April, Haruhiko Kuroda began his second term as governor of the Bank of Japan (BOJ), facing a familiar challenge.

BNP PARIBAS ASSET MANAGEMENT - Flash info 1440x300
6 March 2018

A few surprises, but wait-and-see dominates for now

BNP PARIBAS ASSET MANAGEMENT - TM Inde 1440x300
14 February 2018

With our investment outlook for 2018 and the prospects for India’s life insurance business

BNP PARIBAS ASSET MANAGEMENT - Emerging Street Asia 1440x300
14 February 2018

2017 was a blockbuster year for Asian equities, underpinned by solid global growth and Chinese demand. A repeat performance looks unlikely in 2018. However, we do expect sustained returns, driven by a potent cocktail of robust fundamentals, resurgent company earnings and further multiple expansion. Although we cannot ignore market concerns over risks such as a sharp China slowdown and further rises in US interest rates, we believe these drivers, coupled with Asia’s generally high economic growth and attractive equity valuations, should result in further upside for long-term investors.

BNP PARIBAS ASSET MANAGEMENT - TM Asia 1440x300
5 February 2018

Inside: the equity and bond outlook, consumption in China and more

BNP PARIBAS ASSET MANAGEMENT - TM Inde 1440x300
27 October 2017

Also in the latest edition: opportunities in the flexi-staffing industry

BNP PARIBAS ASSET MANAGEMENT - TM Asia 1440x300
26 October 2017

Also in this edition: the potential of the Indian equity market and Chinese innovation

BNP PARIBAS ASSET MANAGEMENT - Webcast 1440x300
15 September 2017

Join the webcast with our local specialists on 21 September

BNP PARIBAS ASSET MANAGEMENT - TM Inde 1440x300
11 August 2017

Read the latest issue of Mumbai Monitor

BNP PARIBAS ASSET MANAGEMENT - TM China 1440x300
19 July 2017

Find out in Asia Connect.

BNP PARIBAS ASSET MANAGEMENT - TM China 1440x300
6 July 2017

Join us for this 12 July webcast with Greater China senior economist Chi Lo

9 June 2017

Conservatives fail to win enhanced majority for Brexit talks

BNP PARIBAS ASSET MANAGEMENT - TM Russia 1440x300
22 May 2017

In the coming months many Russian companies are expected to pay generous dividends to their shareholders, providing them with relatively high single and even double-digit dividend yields for 2016. The underlying factors could render the dividend yield of the Russian equity market the highest among large emerging markets.

BNP PARIBAS ASSET MANAGEMENT - Finance 1 1440x300
8 May 2017

A classic case of ‘buy the rumour, sell the fact’

10 February 2017

Inside: US policies and Asian bonds and equities; India’s digital economy; China in transition

BNP PARIBAS ASSET MANAGEMENT - TM Inde 1440x300
23 January 2017

Q1 issue also looks at India’s demonetisation drive and the digital economy

19 January 2017

A tax windfall, lighter-touch regulation, potential for wage increases, US dollar weakness, the risk of protectionism, government shutdown…­