Is the market underestimating China’s...
While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. From the…
24/09/26
China
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Podcast
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Article
China: Late to the AI...
In today’s global artificial intelligence (AI) industry, the US leads in frontier models and accelerator design, Taiwan manufactures the most…
02/07/26
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Podcast
China: Tech self-sufficiency drive bodes...
China’s policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines…
21/05/26
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Article
Seeking diverse exposure to emerging...
By Daniel Dornel, Head of ETF Research There is a myriad of reasons to consider constructing an emerging markets (EM)…
12/05/26
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Article
Monthly Market Views: Fixed income...
By Chris Iggo, CIO for AXA IM Core, BNP Paribas Asset Management; Daniel Morris, Chief Market Strategist, BNP Paribas Asset…
07/05/26
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Article
Monthly Market Views: Looking beyond...
Shifting rate expectations The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in…
02/04/26