EEM News and Press, iShares MSCI Emerging Index Fund From 12/08/22

Summary Amid the crosscurrents, two themes have prevailed during the post-pandemic years, which lend some perspective to the macroeconomic roadmap ahead: namely, the bipolar swings in macro policy and the forces of economic normalization. After one of the worst years for fixed income as...

Summary US equity markets have gotten off to a very weak start to December with four consecutive declines to start the month (and futures on Wednesday pointing to a fifth straight day). For most of the year heading into December, we saw the bond market fall in tandem with stocks, but re...

Summary Expectations surrounding central bank policy, China’s gradual reopening and a lower US dollar are key to investor sentiment in the final stretch of 2022. Central banks have increased interest rates at the fastest rate on record, and there are signs that higher yields are ...

Summary It was long anticipated the “non large-cap growth” asset class would eventually assert itself in terms of market leadership and revert to the mean. The sudden dollar weakness has driven good volume in some of the EM ETFs like EMXC and the Vanguard ETF like VE...

Summary After a difficult 2022, cautious optimism may be in order. Here are our thoughts on market risks and opportunities heading into 2023. Through 2022, the market repriced for bad news — the Russian invasion of Ukraine, supply chain woes, stickier headline inflation and...

Summary For the tenth straight month, mutual fund investors were net redeemers of fund assets, withdrawing $109.7 billion from conventional funds for October. Fixed income funds (-$65.0 billion) witnessed net outflows for the second consecutive month, while money market funds (+$2...

Summary Ray Dalio, Michael Burry, and Jeffery Gundlach recently shared some very bullish views on emerging markets. Not only are these ETFs undervalued on a fundamental basis, but the currencies that underpin them are also at 25-year lows. China and Brazil are not to be avoide...

Summary It was bound to happen sooner or later. On November 10th, a CPI report finally came in showing an easing of the rate of inflationary effects in October. Our inflation indicators, including the 30 year Treasury yield "Continuum," have hit targets and recoiled. Broad mar...

Summary The acceleration of innovation in emerging markets provides reasons for confidence in emerging markets long term. Markets in Latin America have been the best performer in emerging markets (EMs) year-to-date, driven by the rise in the energy sector, which has posted double-...

Summary China stocks are a value trap investment. The policy-turnaround favoring re-globalization needed for the bullish case. The China reopening rumor is a short-squeeze trigger. One of the worst investments ever The iShares China Large-Cap ETF ( FXI ) is p...