EWT News and Press, iShares Inc MSCI Taiwan From 02/07/23

Summary We likely experienced peak rates of inflation during the fourth quarter of 2022, and as price increases abate, the coming months may bring the end of the central-bank tightening. However, we believe inflation is likely to remain above the historically low levels experienced duri...

Summary A truly exceptional year, 2022 was dominated by historically high inflation, sharply rising interest rates and a surge in bond yields. With inflation now peaking and labor markets cooling, the environment enables central banks to slow and potentially pause interest-rate hikes. ...

Summary As hoped, looser COVID-19 restrictions have boosted service sector activity in mainland China, adding to hopes that resurgent economic growth will be seen in early 2023 and fueling speculation of diminished global recession risks. Companies widely cited the additional freedoms c...

Summary According to data from the National Tax Administration, retail sales revenue this Chinese New Year holiday increased by 12.4% compared to the 2019 holiday. While luxury shops have seen queues of shoppers, the general consumer base remains cautious due to uncertainty over wage gr...

Summary Traders will pay close attention to initial jobless claims and the University of Michigan sentiment report. We learned a lot this past week about the position the euro area economy is in, the ECB's perception of it, and the market’s trust in the central bank. The stan...

Summary When it comes to the merits of a balanced portfolio, investors may find themselves caught up in the inertia of the masses, with most asset classes suffering negative returns in 2022. While equity and fixed markets have broadly rebounded to start 2023, this does not necessarily m...

Summary Growth stocks surged to start 2023, outperforming value. Chip stocks are dealing with fears of a supply glut, but the space is rallying, climbing the wall of worry. I see upside potential with ASE Technology given a low valuation and eventual return to growth while its chart...

Summary Global manufacturing output fell for a sixth successive month in January, but the rate of decline showed welcome signs of moderating for a second successive month. The global manufacturing downturn showed signs of easing at the start of 2023, according to the latest PMI surveys ...

Summary Global trade flows fell for an eleventh consecutive month in January, according to S&P Global PMI surveys. Global exports of goods fell for an eleventh successive month in January, according to the latest PMI surveys compiled worldwide by S&P Global. Of concern, the ...

Summary China’s rebound, which has boosted emerging markets asset prices, is real, and it is led by consumption - these are the main takeaways from the latest set of domestic activity gauges. The market (both bonds and equities) has been anticipating improvements in China’...