CHIU News and Press, Global X Funds MSCI China Utilities From 02/16/23

Summary Stocks have posted solid gains since they started to recover from last year’s painful crash. Policy trends that drive currency moves and macroeconomic growth differ around the world. Disciplined stock selection can help investors achieve effective global diversificati...

Summary While global green bond markets saw a notable slowdown - particularly in Europe and the United States because of rising interest rate and geopolitical conflicts, China’s onshore green bond market sustained its momentum in 2022. Despite reaching the $2 trillion milestone i...

Summary Inflation is in fact receding, for the same basket of reasons it went up - not math, but markets. Specifically, the market of money (interest rates), the market of goods (supply chains), and the market of labor (employment). Plus, an unexpected chaser: the disruptive potential o...

Summary The Valentine’s Day inflation report is the main event of this week. Investors will pay close attention to Fed speak after the January inflation report. In the EU, central bank speak as ever remains key with President Lagarde on Wednesday the standout. GDP figures...

Summary Europe has a particularly export-oriented economy. Before the pandemic (4Q19), exports of goods and services from the euro area totaled 47.4% of nominal GDP compared to just 11.6% for U.S. exports. Moreover, China has grown in importance as a destination for European exports - s...

Summary Declines across asset classes in 2022 may be a net positive for ETFs as investors repair and retool their portfolios. Areas away from the S&P 500 are capturing flows while high yields in the Treasury market attract record-high idle cash. At the same time, advisors may re...

Summary Even amid still-elevated (though moderating) inflation levels, some economists offered cautiously optimistic global growth forecasts during last month’s World Economic Forum. While global growth may still be dampened, China’s reopening marks a notable turning point...

Summary China’s economic reopening is proceeding swiftly, despite the spike in COVID-19 cases in early January. January witnessed a dramatic shift in the performance of growth stocks, with the MSCI Emerging Markets Growth Index posting double-digit returns. Consensus expectat...

Summary Markets posted strong gains in January, but will it last? Impact of China's reopening on global markets. Is this the year for a rebound in fixed income? Global markets have had a positive start to the year. But the year ahead likely won’t be withou...

Summary China’s reopening and the related recovery in China-linked commodities, currencies, and equities markets provide grounds for optimism. For fixed-income investors, the reopening theme has been the main driver of a recovery in broader Asian credit and currency markets. ...