ASEA News and Press, Global X FTSE Southeast Asia From 02/21/22

Current inflation is supply-led rather than demand-led. Time and market forces will ease this current bout of high inflation. Asia and Europe could use a more accommodative policy than the U.S. For further details see: The Supply-Led Inflation Challenge

Non-U.S. markets, including EM, DM, and Asia, are outperforming the U.S. markets after underperforming last year. After slightly underperforming growth last year, value is where the money is flowing. With the economy still in growth mode, cyclical stocks should do better than defe...

Stocks and bonds sold off in January as markets repriced for a more aggressive pace of central bank tightening and increased pressures on the global earnings recovery. Tech and other pricey high-growth stocks tend to underperform in periods of rising interest rates. Value returns ...

As we look ahead to 2022, our base case is for positive global growth and elevated inflation in the near term. Though we see inflation moderating during the year, there are upside risks to our forecast. We believe growth assets, such as equities and credit, will tend to deliver positi...

There's one thing markets hate, and that's uncertainty. Sadly, science does not deal in absolutes, just guidance based on the available evidence, of which, right now, there isn't much. The next few weeks could be choppy. For further details see: Variant Volatility

The S&P 500 was down 2.2% last week, which, in normal times, would be barely worth a mention. But in today’s speculative market, that qualifies as a correction. The first two quarters of this year were a big rebound, but last quarter was a bummer with the emergence of the D...

After a 3.4% decline in 2020, world real GDP is projected to increase 5.5% in 2021 and 4.2% in 2022. With some critical supply shortages and shipping bottlenecks persisting into 2022 and beyond, inflation pressures will subside only gradually. The US economy is proving its resilie...

The ASEAN region has shown a strong rebound in manufacturing output during October. As a result of the severe negative impact of the COVID-19 pandemic and widespread lockdowns and travel bans, many ASEAN economies were in deep recession during 2020. The rebound in industrial produ...

Worldwide manufacturing output growth slowed in October to the weakest so far in the recovery from the initial pandemic lockdowns. This shortfall of production could be to a large extent explained by ongoing supply constraints, in part relating to labour but more widely for raw materi...

International equities delivered mixed results in Q3 as the Delta variant strained the global recovery. The US-based S&P 500 outperformed the MSCI ACWI, with gains of 0.58% for the S&P against a -1.05% decline for the ACWI. Emerging markets lagged further, with the MSCI Em...