Story perspectives
Amundi Shifts Focus: Cuts Chinese Stocks, Embraces Dividends
10/2/2025
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Story summary
- Amundi reduces exposure to Chinese equities, reallocating to dividend stocks amid tariffs.
- The deputy chief investment officer questions the sustainability of China’s market rally despite the CSI 300 rise.
- China opens its stock option market to foreign investors, boosting yuan-denominated asset appeal and hedging against volatility.
- PMI at 49.8 signals a sixth contraction; exports resilient as 5% growth target looms.
