EWT News and Press, iShares Inc MSCI Taiwan From 02/24/22

It seems likely that Russia’s overwhelming military force will eventually prevail and Ukraine’s government and independence will succumb. Inflation is already elevated and rising energy prices will likely exacerbate pricing pressure further. Russia’s growing e...

Being a host city is a symbolic honor, but it also comes with direct economic impact as well. While Beijing repeated as an Olympic host city in 2022, the optimism and outlook from 2008 did not. In the next decade, China will need to balance its changing role in the world with its ...

Forecasting macro activity and managing expectations have become substantially more difficult. As the West imposes sanctions on Russia, the potential for a severe supply shock lurks – particularly for oil and natural gas. Macroeconomic risk will rise, perhaps leading to a n...

The transformed Chinese consumption-based economy is currently rising very slowly, growing only 1.7% year-on-year in December. In contrast, fixed asset investment grew 4.9% year-to-date YoY, and production grew 4.3% YoY in December. Investment growth has been the strongest, but it is ...

Current inflation is supply-led rather than demand-led. Time and market forces will ease this current bout of high inflation. Asia and Europe could use a more accommodative policy than the U.S. For further details see: The Supply-Led Inflation Challenge

Chinese consumer, producer price increases slow. Key takeaways from the Fed’s January meeting minutes. Markets react to Russia-Ukraine tensions. For further details see: Inflation Cools In China. What Could This Mean For Other Countries?

There’s been no shortage of volatility in the markets so far this year and it doesn’t look like that is going to change any time soon. The focus has shifted slightly in recent weeks from monetary policy to geopolitics as Russian troops have built up on the Ukrainian bord...

Favorable factors such as relatively higher yields vs G7 government bonds and a defensive currency, have helped Chinese government bonds outperform in 2021. Chinese government yield spreads vs other major bond markets fell sharply in 2021, particularly so, in Q1 2021, when G7 yield cu...

Medeiros: High inflation, high interest rates, and strong commodity prices have resulted in a shift to value and away from high growth emerging market technology. Unlike the rest of the world, China was in a tightening stance in 2021 in an effort to curb excesses in the property marke...

Inflation and interest rates have been at the forefront of investors’ minds so far this year and that’s unlikely to change for some time yet. Earnings season provided a welcome and timely distraction and enabled markets to find some stability but as we saw towards the en...