If asset managers given lawmakers’ lemons, Amundi makes lemonade
Amundi continues to navigate regulatory reforms with ease.
Fed’s taper could add new legs as bund yields flirt with zero
If the Fed tapers this summer and the ECB follows, the path to significantly more-positive yields on 10-year bund becomes much clearer, so long as that doesn’t spook peripheral bond holders.
China’s fintech markets may shrink as giants flinch on crackdown
Investment funding for China’s fintech industry may get smaller over time, especially as regulators tighten restrictions on asset securitization and overseas listings.
Why isn’t India’s stock market falling more? Here are 4 reasons
Global fiscal support and India’s monetary priming, faster formalization of investing and resilience in domestic and retail flows may shore up equities, we believe, with stabilization and improvement emerging as new strengths.
Five key areas for capturing growth in a post-pandemic world
Secular trends are key to capturing investment opportunities in emerging markets as they’ll account for 80% of the world’s GDP growth following a recovery from the pandemic.
Indian tycoon’s $3.5 billion SoftBank deal aids green goal
Adani Green Energy will acquire SB Energy, SoftBank Group’s renewables business in India. At an enterprise value of $3.5 billion, this is the largest clean power deal in India.
World’s biggest SPAC deal highlights the boom in blank-check companies
Last month saw Singapore-based tech giant Grab Holdings Inc. launch the biggest SPAC deal to date.
Digital to reach 35% of 2025 retail sales even as pandemic fades
New sales channels such as social, voice and video commerce could compound the push provided by Covid-19 lockdowns, resulting in U.S. digital sales reaching 35% of total retail revenue by 2025 vs. 24% in 2020.
It’s unlikely COVID-19 reversed deflating commodities
The world changed in 2020 and we see the chances as being greater for more of the same deflationary forces from commodities present since the financial crisis.