EWT News and Press, iShares Inc MSCI Taiwan From 04/02/22

As we head into the second quarter, it seems the list of economic concerns is growing rather than shrinking and yet equity markets find themselves in a very comfortable position. The rebound from the post-invasion lows has been impressive, to say the least, but whether it’s sus...

The conflict will inevitably drive food prices higher. The European Central Bank announced an acceleration of its tapering program. Commodity markets may look very different than today, with potentially large changes in sources of production, as well as in transportation and refin...

Markets react to peace talks between Russia and Ukraine. Does an inverted yield curve mean recession risks are rising? China PMI surveys point to contraction in manufacturing and services sectors. For further details see: The U.S. Treasury Yield Curve Briefly Inverts. Sh...

Global supply chain bottlenecks have made headlines the past couple of years amid the COVID-19 pandemic and geopolitical tensions. China’s ageing demographics, which lead to a reduction in labor supply, are necessitating higher value-added manufacturing. A shortage of empty...

Enterprise annuities have grown rapidly since they were introduced. Both the DC and DB models are aligned in terms of asset ownership and investment decision-making, and both guide investors toward long-term investments. Allowing individuals to make their own investment decisions ...

High-frequency economic data are important because of the insight generated about the economy and the possible impact on policy. In the bond market, the Chinese 10-year premium has collapsed. It last finished above 100 bp on March 7. Bedeviled by Covid and natural disasters, the J...

Investors appear remarkably calm at the moment given the level of uncertainty we’re facing this year, from inflation to interest rates and even Covid, when you consider China is still embracing lockdowns. Throw soaring commodity prices into the mix and there’s plenty of ...

Why Chinese stocks have been riding a roller coaster of volatility. How China's battle with COVID-19 is impacting other emerging markets. Has Beijing gone too far in its crackdown on the tech sector? For further details see: Will Chinese Tech Stocks Continue To Face Soar...

Based on new hopes for a peaceful Ukrainian/Russian resolution to their nearly month-long war, the world is cautiously optimistic. Although China has been trying to help Russia avoid economic sanctions, China is struggling with its own debt problems from Evergrande, slowing economic g...

Markets rallied after intense selling pressures and deep pessimism earlier this month. Last week’s gains were seen most sharply in Emerging Markets. Chinese shares have fallen hard in the last 13 months, returning the country’s stock market in value-play territory. S...