Market Views

Market Commentary

asia-pacific-market-commentary

Amundi Asia Pacific Market Monthly Commentary - Mar 2019

The Asia ex Japan equity market clocked in another monthly positive performance in February (MSCI AC Asia ex Japan up 2.09% in USD terms, dividend included), bringing the YTD return to 9.55%. It was the only EM region to advance in February, primarily driven by the Greater China region on reports of substantial progress in the US-China trade deal discussions. The ASEAN countries was the key laggards over the month, all its constituents being in negative territory except Malaysia, being an outlier on the back of positive economic surprises.

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asia-pacific-market-commentary

Amundi Asia Pacific Market Monthly Commentary - Feb 2019

The Asia ex Japan equity market clocked in another monthly positive performance in February (MSCI AC Asia ex Japan up 2.09% in USD terms, dividend included), bringing the YTD return to 9.55%. It was the only EM region to advance in February, primarily driven by the Greater China region on reports of substantial progress in the US-China trade deal discussions. The ASEAN countries was the key laggards over the month, all its constituents being in negative territory except Malaysia, being an outlier on the back of positive economic surprises.

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asia-pacific-market-commentary

Amundi Asia Pacific Market Monthly Commentary - Jan 2019

The Asia ex Japan equity market started the year firing on all cylinder, similarly to 2018. The MSCI AC Asia ex Japan index rose 7.31% (in USD terms, dividend included) with all countries in positive territory except India. Northern countries such as China and Korea led the pack, both posting double digit performances. Multiple factors contributed to the strong equity rebound such as a dramatic dovish shift from the Fed in January, a technical rebound after December and its depressed valuations and easing development in the Sino American trade war.

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Expert Talk

China more appealing based on progress in trade negotiations

Expert Talk, 19 February 2019

China more appealing based on progress in trade negotiations

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US Midterm election

Expert Talk, 07 November 2018

US Midterm election: A divided Congress opens two possible scenarios

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Vignette

Expert Talk , 17 August 2018

Turkey shakes summer thin markets

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7 things you need to know in this summer

Expert Talk, 6 August 2018

7 things you need to know in this summer

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Protectionism intensifies

Expert Talk, 6 Jul 2018

Protectionism intensifies while negotiation continues

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MSCI A share index inclusion

Expert Talk, 1 June 2018

MSCI A Share inclusion

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