Global markets

The HKEX Awards recognizes top-performing market participants across Hong Kong's financial markets.

By Rajat Agarwal, Asia Equity Strategist at Societe Generale.

As we head into 2026, investors face a world of slower global growth, persistent inflation pressures, and evolving policy responses. Amid this backdrop, Asia stands resilient. Structural shifts – led by AI-driven investment and targeted policy support – are shaping opportunities across macro, equities, and FX/rates.

In a world where markets are fragmenting and innovation is accelerating, Societe Generale's Global Markets Conference in Hong Kong brought together global leaders to chart a path forward for investors.

The Risk Asia Awards is one of the most established and prestigious recognitions in the region, celebrating excellence in Asia’s derivatives markets and risk management performance.

Jin Kenzaki, Head of Japan Research and Chief Japan Economist, and Tsutomu Saito, Multi Asset Strategist recently shared their views on global markets and the outlook for Japan-US monetary policy and interest rates.

Global markets are moving into a new phase, one that will require investors to manage their portfolios more actively as the easy returns of the past couple of years fade while volatility increases. However, this is also a market where intelligent asset allocation and a thoughtfully structured portfolio will be able to generate alpha – a chance for active...

The Structured Retail Products (SRP) Asia Pacific Awards recognise the best-in-class offering and performers within the structured products industry.

By Tsutomu Saito, Multi-Asset and Japan Equity Strategist at Societe Generale

As China cools, India’s markets are rising up the agenda for global investors. Recent inflows could be just the start of things to come.

The Asia Risk Awards is one of the longest-running and most prestigious awards recognising companies for their excellence in Asia’s derivatives markets and in risk management.

The Structured Retail Products (SRP) Asia Pacific Awards recognise the best-in-class offering and performers within the structured products industry.

The HKEX Awards recognise top-performing market participants in Hong Kong’s financial markets in 2022.

Asset managers in Asia Pacific are working hard to refine the recipe for sustainable investing. Selecting the right ingredients is the first step to success.

Every year the Structured Retail Products (SRP) APAC Awards recognise and celebrate industry’s top performers that contributed to Asia’s vibrant structured products retail markets.

We are pleased to announce that Societe Generale has won the following awards from Hong Kong Exchanges and Clearing Limited (HKEX), one of the world’s major exchange groups.

The oil outlook has improved considerably over the last few months and much of the success in reducing the massive volatility and creating the stabilization of prices is down to OPEC+ being extremely effective in managing supply to balance the market.

Reports of an imminent, and highly effective, vaccine against COVID-19 point to much stronger commodity demand. Once there is more information available on the vaccine, the base forecasts will be reviewed.

In their 2020 Outlook report, our credit analysts warned that investors faced “A tale of two scenarios.”

The market consensus has turned overwhelmingly bullish recently, as a growth recovery plus ample liquidity presumably creates a rising tide that lifts all boats, including EM assets.

Emerging market central banks and fiscal authorities have delivered unprecedented amounts of policy stimulus this year, but scope for further policy accommodation may be dwindling.

Air pollution affects everyone and almost every living thing: children, adults and even babies in the womb.

With its European Green Deal, the EU has set itself the very ambitious goal of becoming the first climate neutral continent.

Following the economic collapse across the globe, as key regions went into COVID lockdown, the rebound after reopening was largely instantaneous.

The second COVID wave has further strengthened a high rate of savings accumulation and high portfolio cash levels now ready to be invested in the economic recovery, notably equities at a time of negative real yields in the developed world.

Markets will likely continue to be driven by three key themes until 1Q21: the pursuit of economic recovery via the strongest stimulus seen in decades, with fiscal policy taking the lead, a clear commitment by governments not to trigger early austerity, and a heavy monetisation of new sovereign and corporate issuance by central banks that will strongly distort...

OVERVIEW The global economy has just experienced one of the deepest recessions in history. After a horrendous first half of the year, positive news has started to emerge on the economic front.

It seems that in just a few months the European equity market interface has totally changed.

European citizens and equity investors will be happy to turn the page on 2020. Quite possibly we will be turning many pages in fact: that of COVID (we hope), the UK in Europe (we think), perhaps also the outperformance of defensives, the strong US dollar, falling bond yields, high dividend yields, carbon in portfolios etc.