EWM News and Press, iShares MSCI Malaysia Index Fund From 07/08/19

Musings Another month, another head snapping reversal. After the crowing of the "sell in May and go away crowd" (May 2019 S&P 500 returns of -5.2%), June was a barnburner with a 6.9% gain (and I'll bet none of the market timers who urged you to get out are apologizing for their terribl...

Musings May was a particularly weird month in a weird period for the markets (though I suppose that could be said about most times). The furious rally from the December 2018 lows (spurred by the narratives of a cool-headed Fed and Administration) fizzled spectacularly against the realities...

Due to a diversion in trade flows, Vietnam has so far emerged as the largest beneficiary of the Sino-U.S. trade war, gaining an estimated 7.9% of its gross domestic product from the new business, according to Nomura. More news on: VanEck Vectors Vietnam ETF, Global X MSCI Argentina ETF, ...

Over the recent days, financial markets again has been dominated by the ongoing trade war between U.S. and China. However, prolonged negotiations are just one of many unsolved problems in Beijing. Donald Trump raises tariffs on Chinese products On Sunday, May 5, President of the United Sta...

Country-specific exchange-traded funds are a great way for investors to take a position on local market equity return factors. While many of the world's largest foreign companies trade on U.S. exchanges as ADRs (American Depository Receipts), country-specific ETFs often provide investors uniqu...

Musings More than any single topic, I get a LOT of comments on my articles about ideal portfolio size (the age old ‘concentration vs. diversification’ debate). This is especially true of my extensive ETF holdings (about 50% of my total assets) where I own small pieces of ...

The cyclically-adjusted price-to-earnings ((CAPE)) ratio is a surprisingly controversial metric, but evidence suggests it is actionable for long-term investors. Rather than simply dividing the current share price by 1 year of earnings like the normal P/E ratio, the CAPE ratio divides the cur...

Official data brought more news of a growth slowdown in the Malaysian economy, with signs that a combination of a weaker external environment and easing domestic demand is weighing on economic activity. Industrial output growth eases sharply According to official statistics, industrial pro...

Milestone This is my 50 th article for Seeking Alpha (my first submission was in July of 2015). What a ride it has been as I went from an unwieldy portfolio of 81 (!) different positions spread across 8 (!!) different strategies with sucker yields galore to my current portfolio with a l...

As concerns about recession are off the table, we start to see again the conditions for emerging markets reflate with monetary policy. Slow growth, manageable inflation and central banks not raising rates put Asian emerging markets in a sweet spot. Asia’s total economy is projected to ...