Asset manager Amundi eases China bets, eyes safer plays on valuation concerns

Asset manager Amundi eases China bets, eyes safer plays on valuation concerns

French asset manager Amundi has largely cashed out of China’s September equity rally, reallocating more of its holdings to dividend stocks amid lingering doubts about the country’s economic outlook. The European firm, which manages €2.3 trillion (US$2.7 trillion) in assets, had trimmed positions in “overvalued” Chinese stocks while selectively increasing exposure to onshore shares over…

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No longer ‘uninvestable’! Shanghai index hits decade high; foreign investors eye China’s stock markets again as AI, tariff truce boost confidence

No longer ‘uninvestable’! Shanghai index hits decade high; foreign investors eye China’s stock markets again as AI, tariff truce boost confidence

After years of scepticism and branding Chinese stock markets as “uninvestable”, foreign investors are once again turning their attention to Chinese equities, betting on the country’s resilience in artificial intelligence, semiconductors and biotech as well as a growing need for diversification beyond US assets.Progress in China’s AI adoption, its push in semiconductors, and breakthroughs in…

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Where are investors putting money?

Where are investors putting money?

Volatility has gripped global equity markets this year — and according to some asset managers, now could be the perfect time to rethink emerging markets. Developing economies were hit particularly hard by U.S. President Donald Trump’s so-called “reciprocal tariffs” plans when he unveiled them in April, with Sri Lanka, Cambodia and Vietnam slapped with tariffs…

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