India and Europe have long term allure as global rivalries intensify

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Emerging market equities are positioned to outperform developed ones over the next decade according to Amundi, Europe’s largest asset manager. The US-China tech rivalry will particularly benefit India due to... Read more continue reading

Fidelity International highlights Asia’s rise in global technology

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The launch of Chinese AI startup Deepseek has prompted new enthusiasm in who will be the “winners” within the global technology ecosystem. Amidst this evolving landscape, the current volatility has... Read more continue reading

China’s technological rise slowed by complex hurdles

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With its rapid advancements in critical technologies, today, China is a formidable competitor to the developed West for global technology leadership. Innovation can take many forms, including process innovation in... Read more continue reading

Amundi upgrades its forecast for China GDP growth

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The outcome of US-China trade talks this past weekend exceeded expectations according to Amundi, Europe’s largest asset manager. As a result, Amundi has upgraded its forecast for China GDP growth... Read more continue reading

Macroscope: Trade shock accelerates China’s strategic pivot

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Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs. While markets fixate on the strategic policy... Read more continue reading

Asia resilience and growth expected, amid global trade shifts

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Asia will continue to show resilience in the face of evolving global trade dynamics, given several tailwinds supporting the region’s growth prospects, according to Andrew Swan, portfolio manager at Man... Read more continue reading

Fidelity International highlights investment opportunities within Asia’s Giants

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Global markets have so far had a fairly rocky start to 2025. The US administration’s slew of policy initiatives to investigate various bilateral trade and investment relationships may pave the... Read more continue reading

What makes this China rally different

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Looking back at 2024, Chinese equities delivered strong returns, outperforming most equity markets outside of the US equity market. However, it certainly didn’t feel that way last year, as Chinese... Read more continue reading

Chinese New Year: Navigating the Year of the Snake

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Looking back at 2024, Chinese government bonds delivered strong returns relative to other fixed-income asset classes, with a total return of 6.2%, outperforming US treasuries (1.6%), and the euro benchmark... Read more continue reading

Rising animal spirits to boost equity markets

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Despite posting solid returns through 2024 the key drivers for the market to trade higher throughout 2025 remain intact, according to Jun Bei Liu, portfolio manager, and Jason Todd, CEO,... Read more continue reading