EWM News and Press, iShares MSCI Malaysia Index Fund From 11/03/19

Introduction Last month I wrote about why investors should consider investing in a global equity index (such as the VT ETF). In summary, I said that global investing provides exposure to different, not perfectly correlated economies. So if you don’t have any reason to believe that a...

By Sukumar Rajah, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity; and Hanifah Hashim, Chief Executive Officer, Franklin Templeton GSC Asset Management, Head of Malaysia Fixed Income and Sukuk Malaysia's newly unveiled 2020 budget disp...

(Source - Pexels/Tom Fisk ) The much anticipated U.S.-China trade talks are now over. Thank goodness, because I for one am getting a bit tired of hearing the word "deal" on financial media and want to discuss the greater issues. Still, fully assessing deals like this are important in unders...

Musings September was full of mixed signals. On one hand, the S&P 500 retested its all-time high (and I had a killer +4.5% month). On the other hand, the wall of worry for this long economic expansion has never seemed more daunting (trade wars, impeachment, earnings recession, etc). ...

Easing All Over The Place Last week, the Fed cut rates again, just as the market was "telling" it to do. Doing so, the Fed continues to be part of a growing group of central banks that are cutting rates. Most recently, we saw rate cuts from the following countries: Indonesia ( EIDO ): ...

Musings Source: Chicken Little Okay, so it’s not that bad out there (though most of us received unpleasant brokerage reports for August 2019). Furthermore, the last 12 months have been an up-and-down affair with the S&P 500 currently sitting about where it startedȂ...

(Source - Pexels/Phan Dang Viet Tung ) Vietnam has come a long way over the past two decades. It has maintained a GDP growth rate above 6% for most years since the Asian financial crisis and has seen the purchasing power of its citizens rise from $2000 to over $6000 today and is acce...

(Source: Pexels ) Valuation measurements like P/E and EV/EBITDA are well-known and popular signals of future equity performance. As a general rule, equities with lower valuations are expected to outperform those with higher valuations, though with more potential downside risk. This article ...

Musings July 2019 was another month that was hard to predict as the market held its breath for the Fed rate decision. At the risk of sounding like a broken record, I again underperformed the S&P 500 (1.4% vs -0.8%), but this was my first month of splitting directions with the market in...

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...