EWT News and Press, iShares Inc MSCI Taiwan From 09/21/21

Shares in the world’s second-largest economy continue to tumble, exacerbated in recent days by the liquidity crisis in Evergrande. A key test arrives this Thursday (Sep. 23), when Evergrande is scheduled to make an interest payment on one of its bond series. What is clear i...

Beginning with what is perhaps the best indicator of growth potential in the real economy, as opposed to just the financial economy, the G3 credit impulse is now firmly in negative territory after peaking in the latter stages of 2020. Turning to manufacturing, building permits for new...

Policymakers in Beijing are in a tough position on what to do about Evergrande. The first and most obvious risk is that of credit-market contagion. Chinese debt has risen sharply for more than three decades, but until the mid-2000s, it attracted little attention. For further...

The latest numbers from the Atlanta Fed indicate that wage growth is continuing to pick up, with August wages up 3.9%, based on a three-month moving average. The latest small-business sentiment survey from the National Federation of Independent Business (NFIB) shows that the record av...

The US employment data and the ECB meeting are behind us, and the Federal Reserve, Bank of Japan, Bank of England, and Norway's Norges Bank lie ahead. The general sense one gets by surveying the recent string of data is that economic activity has downshifted. With most of the rece...

Whether or not you should invest in “emerging markets” today really comes down to one thing, and that one thing is China. There is a great deal of uncertainty about the co-evolution of China’s markets with those of the US, Europe and non-China Asia-Pacific in the ...

Global real GDP reached a new high in the second quarter of 2021, completing a year-long recovery from the COVID-19 recession. The resilience of the global economy amid a lingering pandemic suggests that the world is learning to live with the COVID-19 virus. Western Europe's consu...

We’ve recently updated our Asia game theater, and although these changes partly reflect the recent regulatory crackdown in China, our update was independent of recent Chinese equity market volatility. Incentives appear to be aligning for increasing rhetoric between the United S...

Taiwanese equities seem to be pricing in a large equity risk premium. China continues to be an evident threat to Taiwan's independence, although no real conflict has happened as yet. Provided there is no significant conflict or war, investors in EWT are likely to continue to "coll...

A marked fall in business optimism in July hints that companies could become reticent to expand capacity while the pandemic continues to hit supply chains. Output growth continued to run behind the growth of new orders for a fifth straight month, meaning backlogs of work rose sharply ...