EWT News and Press, iShares Inc MSCI Taiwan From 07/02/22

A shortened trading week on Wall Street will have traders focusing on the FOMC minutes, a few Fed speakers, and the June nonfarm payroll report. I don’t think there’s any such thing as a quiet week for Europe at the moment but next week is probably as close as it gets. ...

China’s zero-COVID policy has cratered the economy, severely hampering mobility and discouraging consumer spending on services. In addition, it has extended economic uncertainty for businesses and caused significant disruption to supply chains. The rollover in global demand - a...

The global economic outlook has deteriorated sharply; we now expect GDP growth to be well below potential in 2023. While the near-term economic outlook is challenging, not all downturns are catastrophic - unlike those during the pandemic and global financial crisis. The economic o...

China’s domestic activity gauges continued to rebound from April’s low, lifting China’s equities on a risk-off day. China’s latest stimulus package is mostly supply-side oriented, which suggests that near-term growth will be led by investments/infrastructur...

Global equity markets outside of the United States are completing a second negative quarter, with the MSCI ACWI ex US IMI Index down 11.33% in the three months through June 24. Looking at the major regions, China and other Asian emerging markets are completing a difficult quarter, wit...

China's nominal GDP reached $17.5 trillion in 2021, a growth rate of 8.1%. We expect a slower GDP growth rate in 2022 due to very tight Covid measures in Q2 of this year. The Chinese yuan (CNY) is suffering depreciation pressure from the widening interest rate differential with the US...

Recession fears and central-bank tightening are driving market volatility. Markets have faced a laundry list of concerns this year, including new COVID-19 lockdowns and an economic slowdown in China, the Russia-Ukraine war, surging inflation, and central-bank tightening. We think ...

We expect elevated inflation to continue into 2023 due to the lagged impact of food supply disruption and elevated energy costs. Should a recession occur, its scale is likely to be limited by the reduced number of negative feedback loops. Consumers enter this slowdown with a large...

Several institutional factors make it more effective than monetary policy at stabilizing growth in the short run. The significant and unexpected shock from the latest COVID-19 outbreak has made it harder for China’s government to achieve its 2022 growth target. About 70% of...

Taiwan’s economy grew 6.57% in 2021, thanks to strong global demand for electronic products that benefited the country's semiconductor industry. The country is facing is a high consumer price level as import prices of energy and food become higher. Political tension is the ...