EWT News and Press, iShares Inc MSCI Taiwan From 08/25/22

Summary At the heart of this credit-deterioration process is the way in which the form and structure of economy activity in China has evolved over the past ten to twenty years. Another process is also important for understanding the stresses on the Chinese banking system, namely t...

Summary Global securities finance revenues reached $6.1bn in the first half of 2022, an increase of 12% YoY. Global ETP lending revenues were $453mn for H1, continuing to set new all-time highs, representing a 48% YoY increase. 2022 is off to an impressive start for Securities...

Summary Two shocks pushed the economy off course in the second quarter - Russia's invasion of Ukraine on 24 February and COVID-19 lockdowns in mainland China. Although real GDP decreased slightly in the first two quarters of 2022, do not call it a recession! With global demand...

Summary As China’s pandemic hangover wears on (and on), we believe the country’s economic recovery will be bumpy and subdued. China’s nascent first-quarter recovery sputtered when the new Omicron variant struck. We retain our cautious stance on Chinese ass...

Summary Equities rebounded in recent weeks as investors considered the prospects of a possible pivot by major central banks, especially after China’s central bank unexpectedly cut interest rates. Similar to Europe, core inflation and services inflation are expected to rise ...

Summary Light vehicle sales in the Association of Southeast Asian Nations recorded about 250,000 units in July 2022, an increase of 53.0% compared with July 2021. The Association of Southeast Asian Nations region's light vehicle production in July 2022 posted significant growth of...

Recent rate cuts by the PBOC offer a signal to the future direction of Chinese monetary policy. Current economic downdrafts in China make the prospect of further policy easing more compelling. Chinese monetary policy easing comes at an interesting time when many other countries ar...

Much of the recent strength in the yen can be explained in one word and that is China. While I have seen no other currency watchers espouse this theory, I continue to contend the yen has become a major conduit by which wealth is being transferred out of China. This tight relations...

Assessing the main issues behind recent market performance. What to expect at the Jackson Hole symposium. Economic growth slows in China. On the latest edition of Market Week in Review, Director of Client Investment Strategies, Mark Eibel, and Sophie Antal-Gilbert, Head ...

Jackson Hole has been heavily discussed since the Fed’s supposed “dovish pivot” last month when it adopted a more data-dependent stance. While policymakers have pushed back against the idea of a pivot, markets have continued to price in a slower path of tightening...