logo
episode-header-image
Oct 2021
14m 45s

Market weekly – Confidence in storm-hit ...

BNP PARIBAS ASSET MANAGEMENT
About this episode
tail spinning
Up next
Jan 23
Talking Heads - The AI angle to Indian equities
There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equities, tells Chief Market Strategist Daniel Morris, its large s ... Show More
7m 59s
Jan 16
Talking Heads - In focus: Active and ESG ETF rebound towards year end
Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). Other topics include the strong Q4 2025 appeal of ETFs with environmental, social or governance aspects, marking a recovery af ... Show More
7m 31s
Jan 8
Talking Heads - Rotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie. In terms of developments to monitor, they weigh up topics such as the US’ ... Show More
11m 25s
Recommended Episodes
Nov 2022
Robin Xing: China’s 20th Party Congress Commits to Growth
tail spinning
4m 11s
Sep 2022
Robin Xing: Can China’s Economy Stabilize Global Growth?
tail spinning
4m 5s
Oct 2022
Chetan Ahya: When Will China’s Economy Reopen?
tail spinning
3m 3s
Apr 2023
Seth Carpenter: China’s Impact on Global Growth
tail spinning
3m 41s
May 2024
Is China’s rebound for real?
After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital markets. Learn more about your ad choi ... Show More
27m 58s
Nov 2022
Two Indicators shaking China's economy
Xi Jinping recently secured his third term as China's president – so we're looking at two shocks to the world's second-largest economy. First: How China's housing boom turned into a real estate crisis. Second: How the recent U.S. ban on selling advanced semiconductor chips to Chi ... Show More
19m 25s
Aug 2023
La Chine entretient la flamme
<p>Les marchés boursiers sont parvenus hier à poursuivre leur rebond, soutenus par l'hyperactivité de la Chine pour inverser la spirale négative qui s'est emparée de son économie. La riposte de Pékin est bienvenue mais elle a l'air un peu trop désordonnée pour susciter un engouem ... Show More
6m 58s
Feb 2024
Global Outlook 2024 Podcast – A soft landing, with risks
<p>As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets? ... Show More
21m 47s
Dec 2023
2024 Asia Economics Outlook: Still Divergent?
<p>Asia’s economic recovery could continue to be out of step with the rest of the world. Hear which countries are positioned for growth and which might face challenges.&nbsp;</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan ... Show More
3m 2s
Aug 2022
China's economic challenge
China, the so-called engine of global growth, seems to be stalling badly right now. The country is facing rising unemployment, falling factory output and a collapsing property market. Plus, a growing number of regular Chinese citizens are complaining that the country's tough anti ... Show More
18m 3s