EWM News and Press, iShares MSCI Malaysia Index Fund From 01/26/21

The Hong Kong Monetary Authority pegs the HKD to the USD at a range of 7.75-7.85. A rise in US yields threatens to disrupt this rigid currency peg. Hong Kong yields/rates would have to also rise as the HKMA buys HKD (reducing local HKD liquidity) and to prevent carry trade outflow...

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

The weak dollar and booming risk appetite in the wake of the U.S. presidential election is adding a tailwind for some emerging markets ETFs that have trailed during the year.Country ETFs for Thailand (THD), Malaysia (EWM), Hong Kong (EWH), Nigeria (NGE), and Chile (ECH) were the biggest gaine...

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...

Between 2018 and 2019, utilization rates at the Malaysia LNG (MLNG) complex have fallen to between 80% and 90%, a decrease from the high utilization rate, typically above 95%, which the liquefaction facility has historically maintained. This downward trend is expected to continue into 2020 as ...

Musings May’s risk-on environment baffled many (and again caused soul searching amongst dividend and value investors. How long can factors (which has proven to create alpha over long stretches of time) continue to lag the market? As John Maynard Keynes aptly phrased it, ȁ...

Musings Unless you are solely invested in Technology stocks, your portfolio is likely nothing but a sea of red this year (despite a bump off the lows in April). Basically everything is hurting (no shocker there), but that’s not what I’m focused on at the moment. I’m tryi...

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...

Musings Shorter update this month since life is too crazy to look backwards at the moment, plus I made a ton of trades to report (so no gory graphs demonstrating the pain I am sure that your portfolio dashboard is telling you). I don’t believe that any of the posted numbers (espec...