18 January 2019
Investing
Want to bet the renminbi appreciates in 2019?
The renminbi fell by 5.71% year-on-year (YoY) against the US dollar in 2018 on concerns over slowing domestic growth clouded […]
18 January 2019
18 January 2019
Investing
Asset allocation dashboard – January 2019
We remain structurally neutral equities, and we are underweight core bonds in view of gradually rising inflation and monetary policy […]
17 January 2019
Markets and central banks
US: A blowout jobs report, but reasons for concern in the activity surveys
The US labour market is solid, but recent PMI and other surveys show optimism waning and housing data weak. That […]
16 January 2019
Markets and central banks
China megatrends: Economic management policy – centralised control vs. market forces (part 1)
In previous monetary easing cycles (2008-2009, 2011-2012, 2014-2015), Beijing used much the same bailout toolkit each time, including: Subsidies for […]
15 January 2019
Markets and central banks
Brexit: the route to the UK parliamentary vote on the withdrawal treaty
In the UK, Brexit developments remain front and centre on investors’ radar, and during the final quarter of 2018, Brexit […]
14 January 2019
Markets and central banks
Grim European industrial production data flags risks over Q4 GDP
Last week’s national data on industrial production (IP) in November were decidedly disappointing, surprising to the downside. A number of […]
11 January 2019
Markets and central banks
Sino-US trade negotiations: Tariff freeze could last past March as tensions cool
The signs are that restarted Sino-US trade talks may follow a more constructive path than they did last year. Both […]
08 January 2019
Markets and central banks
Equity market trends – a very difficult year-end
Despite rallying aggressively in the year’s last trading sessions, equity indices finished December down sharply (the MSCI AC World index […]
02 January 2019
Investing
What’s new in the outlook on China for 2019?
If there’s one thing about China that market observers tend to focus on it’s the level of GDP growth. In […]
30 December 2018
Investing
Solar-powered petrol pumps: India shows the way
Nationwide, India has more than 50 000 petrol pumps, each of which needs more than 5 KW of electricity every […]
29 December 2018
Investing
Energy policy: Denmark sets the example
It’s an ambitious aim: Copenhagen intends to become the world’s first carbon-neutral city by 2025. And there are plenty of […]
28 December 2018
Investing
Solar power: India awakes
In less than four years, India has increased the country’s installed solar power capacity more than sevenfold from 2.6 GW […]
27 December 2018
Investing
Access to good-quality water: The example of a French town
Two years ago, district authorities in the Yonne department in France banned the residents of Etais-la-Sauvin from drinking their tap […]
26 December 2018
Thought leadership and the outlook
Chart of the week: The Great Gatsby Curve
The Great Gatsby Curve illustrates the connection between concentration of wealth in one generation and the ability of those in […]
23 December 2018
Investing
China’s disinflation – a benign environment for bonds
China’s Producer Price Index (PPI) inflation rate continued to fall in November (2.7% year-on-year versus 3.3% in October), with an […]
21 December 2018
Investing
A summary of COP24
Helena Viñes Fiestas, BNP Paribas Asset Management’s (BNPP AM) Deputy Global Head of Sustainability and Head of Sustainability Research and Policy, […]
20 December 2018
Markets and central banks
Breaking up (with forward guidance) is hard to do
On the surface, the outcome of the 18-19 December Federal Open Market Committee (FOMC) meeting and Fed Chairman Powell’s press […]
19 December 2018
Investing
The good, the bad and the rugby – 2019 real estate outlook
As a keen follower of rugby union, it was tempting when thinking about the year ahead to try and predict […]
