Macroeconomic forecasts as of 24 July 2024
Summary
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Amundi
2024 Top 500 ranking: 8
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White papersMacroeconomics, Geopolitics, and Strategy - July/August 2024
China’s policy landscape is being reshaped by two predominant forces external geopolitical pressures and a distinct internal governance philosophy. Heightened tensions, particularly with the US, have steered China towards a strategy focused on self reliance. Consequently, China is compelled to reinforce its industrial policies, aiming to secure its supply chain independence and bolster manufacturing capabilities.
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White papersBenefit from the EM story through India
“A favourable macro backdrop and a Fed close to cutting its policy rates are positive factors for emerging market assets.”
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White papersCross Asset Investment Strategy - July/August 2024
Topic of the Month: How long can the Central Banks’ divergence last
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