ECNS News and Press, iShares MSCI China Small-Cap From 06/01/24

2024-06-01 05:55:46 ET Summary Markets for the most part corroborated the "higher for longer" and rising global yields thesis. The Nasdaq 100 declined 0.7% Wednesday in bearish trading action, as the Semiconductors slumped 1.9%. The yen has ominously little to show for the mon...

2024-05-31 06:52:00 ET Summary Manufacturing sector PMI fell back into contraction amid weak orders and slowing production. Given a fairly strong positive correlation between the data, the disappointing PMI release sends a warning signal for the upcoming industrial production data...

2024-05-30 08:10:00 ET Summary Concerns about “overcapacity” arise primarily for goods linked to high-wage jobs, not for low-wage industries like clothing or toys. China sees its success as a result of a system that blends state coordination with market forces. T...

2024-05-30 07:14:00 ET Summary Small-cap Chinese stocks are cheap and have broken out of their downtrend, making them a potential opportunity for investors. iShares MSCI China Small-Cap ETF has struggled to keep up with other China ETFs, but may be a good short-term play. Qual...

2024-05-28 08:30:00 ET Summary The overcapacity debate is not really about overcapacity in its most precise term, but rather what we call “problematic overcapacity”. We expect it will be difficult to avoid friction given the rise of protectionism, heightened geopolit...

2024-05-27 14:00:00 ET Summary The trend of private equity firms acquiring publicly-listed companies only magnifies the opportunities in public equities. AI opportunities are indeed multifaceted, presenting both real opportunities and real risks. When looking at commodity mini...

2024-05-27 11:33:00 ET Summary China's recent property policy measures resemble successful actions taken in 2008 and 2015, which led to property market recoveries. The new measures resemble the successful policy actions of 2008 and 2015, both of which led to "V" shaped property re...

2024-05-27 10:32:44 ET Summary Nvidia's stock surged 15% this week, boosting market capitalization to $2.619 TN - or 62 times earnings and 32.9 times revenues. As is typically the case, policies and speculation strategies that take U.S. finance by storm soon permeate the world. ...

2024-05-27 03:32:00 ET Summary Today’s unemployment and inflation environment is a far cry from what it was in the 1980s' stagflationary years. Median stock market volatility in year four of an election cycle is essentially the same as it is in years one and three. Chin...

2024-05-23 03:20:00 ET Summary Trade wars are in the headlines again, with the US imposing new tariffs on an array of Chinese products. Tariffs change the relative cost of products, which influences supply and demand and can have a big effect on a business. Equity investors wi...