Syncicap

🔴 Un rallye boursier qui s’accélère sur les actions chinoises ? Après plusieurs années de désillusion, les actions chinoises connaissent un spectaculaire retour en grâce. Portée par une croissance encore solide, un regain de confiance des investisseurs locaux et des mesures plus pro-business à Pékin, la Bourse de Shanghai a retrouvé des niveaux inédits depuis

🌍✨ Excited to announce our upcoming event [limited spots] “Pioneering Sustainability from Hong Kong to Europe.” We are deeply honored to welcome Mr. David Lomastro, Consul General of Belgium in Hong Kong, who will deliver the keynote address.His excellency’s participation underscores the critical role of EU-Asia collaboration in building a sustainable future for global finance. His

🔶 “Looking beyond tariffs!” Equity markets – particularly in Asia – performed solidly on the whole in the first half, despite an international context marked by political and economic uncertainties. Investors appear to have shrugged off threats of higher tariffs on US imports and seem to be looking beyond them… 🌐 Available in English & French

📺 Jean-Marie Mercadal fait le point sur la semaine en Asie avec Lorraine GOUMOT sur le plateau de BFM Business – Rebond des marchés chinois suite à une “détente” des relations USA/Chine – Expérimentation de la semaine de travail de 4.5 jours en Chine – Rebond de la bourse coréenne (+10%) suite à l’élection du

🔶 Asian markets are brushing up against their year’s highs, despite a highly challenging international environment. The pause in US tariffs has certainly helped but, on the whole, Asian economies have held up rather well and companies are reporting strong results. 🌐 Available in English & French version below. 👉Read the full Ofi Invest monthly

The Chinese model put to the test by the trade war. The so-called “Liberation day” triggered major market volatility, pushing Trump to soften his tariff strategy. China responded firmly, and two possible scenarios are emerging: the resumption of dialogue or a Chinese stimulus plan. Available in English & French version below. Read the full Ofi

Emerging Markets: In response to the unpredictable governance of the Trump administration and fears of a U.S. recession, investors are increasingly turning to Europe and, more notably, Asia, where China is emerging as a pillar of stability. Available in English & French version below. Read the full Ofi Invest monthly allocation letter here : https://www.ofi-invest-am.com/en/support/perspectives-market-and-allocation-april-2025/67fcdad11c86c

On assiste à un scénario d’escalade, avec un Président américain qui va au bout de ses annonces de droits de douane, notamment à l’encontre de la Chine à 104%. Un conflit musclé entre ces deux grandes puissances, qui pourrait marquer une vraie rupture politique, économique, technologique et militaire. Peut-on envisager une désescalade ? Jean-Marie Mercadal