EIDO News and Press, iShares MSCI Indonesia From 01/07/21

The near-term outlook for EM inflation is mostly benign, but regulated prices, minimum wage increases, and higher commodity prices point to upside risks. The latest inflation releases across Emerging Markets ((EM)) [Philippines, Thailand, and Indonesia] were in line with the predomina...

As the car companies moves towards electrification and away from fuels, demand for metals like nickel, aluminum and iron are expected to increase by as much as 14x by 2030.“The global shift away from carbon, boosted by ostensible Chinese environmental concerns as well as Biden...

Tesla (TSLA) is planning to send delegations to Indonesia next month to discuss supply chain investments.Indonesia President Joko Widodo has been vocal about the nation's plan to become the biggest producer of lithium batteries with its vast nickel reserves waiting to be tapped. The Ministry ...

Global business cycles are closely interconnected. Global business cycles are closely synchronized. Global equity markets respond accordingly. For further details see: Investing In Foreign Markets Sounds Exciting - But Isn't Always

Among Southeast Asia's major economies - ASEAN-6 - Indonesia and the Philippines have currently almost 360,000 confirmed COVID-19 cases each. According to WHO's models, the real number could be 3.5 million or more. If the modeled estimates are some 10 times higher than the confirmed c...

The coronavirus has exposed corporate America to weak links in global supply chains. As companies seek to reduce dependency on China, let’s examine implications for global investors, and identify those that stand to benefit within emerging and frontier markets. Source: FT.com Su...

After the COVID-19 earthquake and a historical contraction, China is rebounding, whereas advanced economies face a depression-like plunge. The consequent tsunami is about to hit Southeast Asia. As the total number of confirmed cases may exceed 3 million and deaths will surpass 200,000 in a m...

The lethal combination of a viral and financial crisis has no doubt taken a heavy toll on emerging markets, which saw their export-driven economies and currencies decimated by a halted global economy and safe-haven flows into the U.S. dollar respectively. Not to mention certain developing coun...

Introduction Twice a year I conduct a screen of North American indexes, international benchmarks, and a top-to-bottom assessment of the existing watchlist here at Contra the Heard Investment Newsletter . The COVID-19 Coronavirus has altered the investment landscape significantly with ma...

Few days ago, we've touched upon the unbelievable move down in yields on Greek ( GREK ) government debt. Although there's nothing similar among the western world to that crash of yields on those "ouzo bonds", falling yields isn't only a universal phenomena, but it's reaching unprecedented le...