ASEA News and Press, Global X FTSE Southeast Asia From 05/14/22

The Russian invasion of Ukraine and the subsequent imposition of sanctions by a range of governments have served to reset the global geopolitical compass, with an immediate impact on oil and gas markets and investments. Elevated prices and new sources of demand will create opportuniti...

Grab is the largest SPAC that went public last year, with a market cap of around $40 billion. The stock hit an all-time high last November at $17 and has been plummeting since. The company is trying to build a Super App by launching more products beyond ride sharing. There are...

Risk-off sentiment prevailed in Q1 2022 as geopolitical tensions flared and the Omicron variant became a stumbling block for many countries. The U.S.-based S&P 500 decreased by 4.6% in Q1 2022, outperforming both the MSCI Emerging Markets Index and MSCI All Country World Index. ...

EIDO's portfolio is not prone to sizeable churn and is dominated by banks. Macroeconomic conditions in Indonesia look encouraging. EIDO’s valuations are in line with the average of other Southeast Asian ETFs, whilst the risk-reward on the charts feels fair. For furthe...

Global supply chain bottlenecks have made headlines the past couple of years amid the COVID-19 pandemic and geopolitical tensions. China’s ageing demographics, which lead to a reduction in labor supply, are necessitating higher value-added manufacturing. A shortage of empty...

Emerging Markets are outperforming the rest of the world, due in large part to windfall profits in the commodities-exporting countries of South America and the Middle East. If you want to follow the money, this is a good place to start. Money has been flowing out of tech, consumer dis...

The JPMorgan Global Manufacturing PMI rose from a 15-month low of 53.2 in January to 53.6 in February. The relative weakness of February's global output growth by historical standards contrasted with a more robust expansion of order books recorded during the month. The reduction i...

Despite a broad increase in COVID-19 infections in the ASEAN region, manufacturing conditions remained resilient in February, with the ASEAN manufacturing PMI little changed from the strong reading in January. Manufacturing conditions in the ASEAN region remained resilient in February...

Impact of sanctions against Russia. Boomerang effects of sanctions against Russia. Will the U.S. Fed continue its course to raise rates? For further details see: Will Historic Sanctions Against Russia Impact Global Interest Rates?

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