EWT News and Press, iShares Inc MSCI Taiwan From 02/10/23

Summary The Valentine’s Day inflation report is the main event of this week. Investors will pay close attention to Fed speak after the January inflation report. In the EU, central bank speak as ever remains key with President Lagarde on Wednesday the standout. GDP figures...

Summary Europe has a particularly export-oriented economy. Before the pandemic (4Q19), exports of goods and services from the euro area totaled 47.4% of nominal GDP compared to just 11.6% for U.S. exports. Moreover, China has grown in importance as a destination for European exports - s...

Summary Declines across asset classes in 2022 may be a net positive for ETFs as investors repair and retool their portfolios. Areas away from the S&P 500 are capturing flows while high yields in the Treasury market attract record-high idle cash. At the same time, advisors may re...

Summary Even amid still-elevated (though moderating) inflation levels, some economists offered cautiously optimistic global growth forecasts during last month’s World Economic Forum. While global growth may still be dampened, China’s reopening marks a notable turning point...

Summary China’s economic reopening is proceeding swiftly, despite the spike in COVID-19 cases in early January. January witnessed a dramatic shift in the performance of growth stocks, with the MSCI Emerging Markets Growth Index posting double-digit returns. Consensus expectat...

Summary Markets posted strong gains in January, but will it last? Impact of China's reopening on global markets. Is this the year for a rebound in fixed income? Global markets have had a positive start to the year. But the year ahead likely won’t be withou...

Summary China’s reopening and the related recovery in China-linked commodities, currencies, and equities markets provide grounds for optimism. For fixed-income investors, the reopening theme has been the main driver of a recovery in broader Asian credit and currency markets. ...

Summary The Taiwan Fund's discount to NAV is approaching 20%. This looks like one of the most attractive emerging market closed-end funds. I will accumulate during any country-specific or emerging market declines this year. Opportunity Overview Taiwan, the 2nd ...

Summary A recession in the United States and in Europe will be less severe than had been expected. Continued economic and military support from the West is the most critical element I think for Ukraine going forward. There's been some improvement in the tone of the relationship betw...

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...