CN News and Press, Xtrackers MSCI All China Equity From 05/05/23

2023-05-05 01:40:00 ET Summary A marginal improvement in global manufacturing output was recorded for a third consecutive month in April. The steadying of the sector after the downturn seen late last year can be largely traced to improved supply chain conditions, with supplier del...

2023-05-04 02:34:00 ET Summary There are many red flags for foreign investors seeking access to the world’s second-largest economy. In our global and international portfolios, we have been consistently below benchmark weight in Chinese equities. With government backing ...

2023-05-04 02:30:00 ET Summary In a welcome departure from 2022, first quarter returns across the board were positive for the capital markets despite meaningful volatility. We saw a continued outperformance by international stocks versus the US and positive returns for fixed incom...

2023-05-03 11:27:00 ET Summary Expectations at the start of the year were quite pessimistic. However, growth has remained surprisingly resilient—along with inflation. U.S. core inflation is still quite high. So in the last three or four months, it's been running at a sort o...

2023-05-03 06:00:00 ET Summary Investors should take a closer look at the dynamics in developing markets that are creating attractive opportunities in EM equity markets. Low exposure could be costly if EM stocks return to favor. The time is right to reassess exposure to the de...

2023-05-03 05:30:00 ET Summary Price pressures in the electronics sector are coming down, notably for consumer electronics. New orders continue to fall at a steeper rate than production. With input cost pressures easing amid improving supply chains and falling demand, selling ...

2023-05-03 01:30:00 ET Summary Q1 2023 was a more favorable environment for Global ex-U.S., Emerging Markets, Europe, U.S. small cap, UK, Australia, Canada and Global Real Estate managers. The quality factor was the standout performer across most regions in Q1, with the growth fac...

2023-05-02 02:00:00 ET Summary China’s credit impulse experienced a much lower peak in 2022 than during prior cycles, reflecting an important policy shift. Global investors may be disappointed as the policy shift implies China’s economic growth is unlikely to revert ...

2023-05-02 00:35:42 ET Summary Amtrak's lawsuit against the Union Pacific Railroad seems to be a test case, which if won, could spread to all the major freight railroads. We sense that Amtrak will win, further pushing haulers toward a more tenable long-term financial model. Sh...

2023-04-30 05:36:00 ET Summary There have been glimmers of hope in 2023 that the inflation fixation of 2022 was a transitory phenomenon. Regulated prices tend to be more discrete and more lagged in their changes due to bureaucratic delays and their negotiated nature. In our vi...