Amundi Asset Management is advising investors to concentrate on equities with commodity and energy exposure in 2017, due to a worldwide acceleration in fiscal stimulus and expectations that oil prices will increase in a reflation environment. “The energy and materials sectors are expected to see a rebounding in earnings next year,” said Anthony Ho, chief investment officer, Asia ex-Japan equities, Amundi Hong Kong,…
Have a confidential tip? Get in touch [email protected]