Amundi Asia Pacific Market Monthly Commentary - May 2020
Monday 01 June 2020
During this period of confinement, a large majority of our free time is devoted to the consumption of digital content and purchases made online. This trend is clearly reflected in recent figures.
Companies benefiting from the rise in consumer engagement show significant potential, which will boost revenue in the fall. Gaming stocks are also likely to continue doing well, as in-game monetization ramps up (Ubisoft and CD Projekt in Europe). Subscription-based music and movies also appear attractive within this theme.
In addition, the shift to online payments is gathering momentum in the current environment, as e-commerce continues to accelerate.
In this scenario, which themes and stocks are the winners?
Click below to read the full document.
Sustainable and actionable: An ESG study of climate and social challenge for Asia is an Economist Intelligence Unit report, commissioned by Amundi. It explores environmental, social and governance (ESG) investing in fixed-income markets and examines the evolution of “green” debt from an issuer, investor and regulatory perspective. Central to the study is a question about market progress and if it has been enough, in Paris Agreement terms. Our research is based on indepth interviews conducted with 14 executives at asset-owner firms, regulatory bodies and finance professionals at academic or advisory organisations alongside extensive desk research and historical analysis. While the study concentrates on stakeholders and market players in Asia, the conclusions and implications are globally minded.