EWT News and Press, iShares Inc MSCI Taiwan From 12/19/21

We have factored a slowing growth outlook into our Chinese assumptions for many years now. China’s efforts to deal with leverage via its recent series of regulatory moves directly affects just 0.5% of the country’s total credit market. China still has the option of s...

Not all Net Zero targets are created equal. Depending on historical and current carbon emissions, some are more ambitious than others. On average, we find that the current Net Zero targets will, if met, collectively deliver a global temperature rise of 2.1°C, well above the 1.5&#...

We believe economic growth, inflation and investment returns should moderate through 2022, but expect growth to remain above trend, which should support the outperformance of equities over bonds. The world is seeing the latest COVID-19 variant, named omicron, starting to spread after ...

Importers of metals and metal components may be seeing a glimmer of light at the end of what has been a very long tunnel of logistics chaos, sky-high freight rates and shipping delays. Businesses in Europe and the U.S. are reporting the same problems of port congestion. 2022 will ...

The last 18 months have been the zenith of two decades of monetary madness and speculative mayhem. The IPOX SPAC index, a mix of 50 SPACs and De-SPACs (another marketing euphemism for junk), is, so far, down 32% from its 2021 peak. Following the risk-off trade, most global commodi...

The defining characteristics of the economic outlook for 2022 could be more about the composition of global growth than its trend. Year 2022 will be marked by the Fed's tapering and fading fiscal stimulus. The potential for spread pick-up and ratings boosts in the structured credi...

New therapies to prevent serious illness are promising but we should expect a focus on COVID and a return to normal life to continue in 2022. The seized gears of the supply chain caused many to speculate that the world would move manufacturing away from China or even onshore productio...

The combined value of goods traded between the U.S. and China jumped to its highest level since before the 2019 tariff war between the two countries in October 2021. U.S. imports of goods from China rose. Inflation has risen considerably during 2021. For further details see:...

Without a successful green transition everywhere, climate risk is unmanageable anywhere. Not all companies can beat inflation by raising prices – that’s why this is a stock selection environment. The steps Iran has taken demonstrate it is moving closer to attaining n...

We’ve been living through 2-4+ years of incredible market trends and unprecedented global central bank efforts to support and contain market risks. Global markets, particularly China/Asia, are already in the midst of a massive speculative deleveraging event. 2022 and 2023 a...