EPHE News and Press, iShares MSCI Philippines From 09/14/22

Summary Europe's quest for LNG to replace Russian pipeline gas will continue to prop international LNG prices until significant tranches of new supply can be brought onstream by 2025-26. To replace sharply declining Russian piped gas supply, European gas buyers are turning to LNG ...

Summary The contribution of emerging and frontier markets to global trade in clean-energy metals has steadily grown in recent years. In 2020, EMs were the source of 44.3% of exports of big-five transition metals. China is an important source and destination of the metals of th...

Summary Non-China Asian exports are still growing, but the pace of increase has slowed and will slow still further as key export destinations struggle with inflation, energy security, and rising recession risks. In year-on-year terms, the rate of overall export growth is now skirt...

Summary Given its location and proximity to oceans, ASEAN is one of the most vulnerable regions to the impact of global warming. In recognizing the risks, the region has set decarbonization targets, pledged reduction plans in their nationally determined contributions (NDCs), and p...

Ginebra San Miguel grows as the alcoholic drinks market in the Philippines grows, with a CAGR growth of 8.63% over the past 5 years. The company is in a solid financial position where it can increase its cash yield and liquidity, solvency, profitability, and operating efficiency KPIs....

The economic weight of the APAC region is forecast to rise by 2040, underpinned by the economic expansion of mainland China, India, and the 10 Southeast Asian countries comprising ASEAN. This Eastern expansion has far-reaching implications for multinationals worldwide. Strong inve...

Southeast Asia's power demand growth has averaged an impressive 5.7% annually from 2010 to 2019, making it one of the fastest-growing markets in the world. Southeast Asia's strong economic growth and accompanying high EIs are the key driving forces behind the large overall increase in...

Emerging markets Asia’s regional central banks are powering ahead with frontloaded rate hikes. By contrast, we keep getting more dovish surprises in Central Europe. Brazil’s slower pace of tightening is well-deserved – the central bank was the hiking pioneer i...

As inflation raged, central banks accelerated the pace of monetary policy tightening, aiming to slow the growth of aggregate demand and calm price pressures. In response to persistently high inflation and an upward drift in long-run inflation expectations, central banks are accelerati...

This research highlight summarizes the key impact papers and provides an overview the market signposts in Q2. Mainland China will continue to tighten its efficiency control over the energy-intensive industries as part of the key efforts to achieve carbon pledges. An unprecedented ...