Recherche
S'identifier
/ Log In
vendredi 7 novembre 2025
Tous les titres

 

Fax du vendredi 7 novembre 2025 - Tous les titres

go back Retour << Article précédent     Article suivant >>

 

Emerging Markets: A Strong Macro Backdrop and Convincing Investment Opportunities

By Alessia BERARDI, Head of Emerging Macro Strategy, Amundi Investment Institute Emerging markets (EMs) are once again in the spotlight. Amid global monetary easing, a weaker US dollar, and resilient domestic demand, the macro environment has turned distinctly favourable for developing economies. According to the latest Emerging Markets Charts and Views report (Amundi Investment Institute, October 2025), EMs are entering a new cycle of opportunity driven by stable inflation, credible policy frameworks, and improving external balances.   Macro Support Returns to the Emerging World The global economic cycle is now aligned...
Cette page n'est accessible qu'aux abonnés payants.
Veuillez vous identifier si vous êtes abonnés à la consultation de nos archives.
Nous vous invitons à souscrire un abonnement, ou à prendre contact avec nous.

This page is only accessible to paying subscribers.
Please identify yourself if you have subscribed to the consultation of our archives.
We invite you to take out a subscription, or to contact us.
Ces entreprises nous font bénéficier de  leur expertise en collaborant avec Agefi Luxembourg.

These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
Castegnaro
Pictet Asset Management
J. P. Morgan
Square management
MIMCO Capital
Fi&FO
UBP
PwC
Lpea.lu
Backer McKenzie
Ernst&Young
H2o Asset Management
Sia Partners
Linklaters
DLA PIPER
A&O Shearman
Candriam
Foyer Group
Bearingpoint
NautaDutilh
Stibbe
SOCIETE GENERALE Securities Services
Zeb Consulting
Lamboley Executive Search
Loyens & Loeff
Digital Services, Technology and Consulting