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Elections, protectionism & China-India divergence

Elections, protectionism & China-India divergence

Released Friday, 21st June 2024
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Elections, protectionism & China-India divergence

Elections, protectionism & China-India divergence

Elections, protectionism & China-India divergence

Elections, protectionism & China-India divergence

Friday, 21st June 2024
Good episode? Give it some love!
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The European political agenda resumes after the interlude of the electoral campaign, and it is unquestionably marked by another campaign, that of the snap general elections in France. The prospect of a populist victory would make the EU Commission’s approach to trade with China even more delicate, as the results of the anti-subsidy investigation into imports of Chinese EVs came up. We will benefit from Irina Topa-Serry's insights into the position of China and its neighbour India, which is climbing the global economic ladder at a breathtaking pace.

Recorded on 17 June 2024

An AXA IM podcast

Produced by Goom

Music performed by Needmospace


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This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document.

Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.

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