EWT News and Press, iShares Inc MSCI Taiwan From 07/12/22

The government had urged banks to lend to businesses. And the guidance proved to be successful as data shows that loan growth jumped in June. The mid- to long-term household loans were likely for mortgages, as home sales increased in the month. We believe that the People's Bank of...

China’s credit aggregates signal that the stimulus is real and bringing results. The negative differential between government bond yields in China and the U.S. narrowed a bit lately and can decline further if the current growth trends persist. Low inflation in China helped ...

Chinese stocks have been staging a comeback that contrasts with market declines in most of the world. While a zero-COVID policy has weighed on the economy, a renewed focus on growth could provide fuel for equities, particularly in industries set to benefit from fiscal spending and gre...

The rapid growth of mainland China's economy over the past two decades has been a major driving factor for the increasing economic weight of APAC in the world economy. When compared with large APAC industrial nations, the GDP of the Greater Bay Area exceeded the GDP of South Korea in ...

Key highlights from the June Fed meeting minutes. Is eurozone growth decelerating? China considers $220 billion stimulus plan. On the latest edition of Market Week in Review, Equity Portfolio Manager Olga Bezrokov and Sophie Antal-Gilbert, Head of AIS Portfolio & B...

It will be a busy week for Fed speak as Williams talks about LIBOR on Monday, Barkin discusses recession on Tuesday, Waller speaks on Thursday and Bostic talks on Friday. Energy traders will have a lot to keep their eye on next week as President Biden makes a trip to the Middle East a...

The first half of the year has been an unsettling time for equity investors. While quality hasn’t worked particularly well so far this year as a factor, we do believe that going forward companies that exhibit strong quality should be able to prosper through the uncertain econom...

Bridgewater Associates' 13F portfolio value increased ~45% from ~$17.20B to ~$24.81B this quarter. They more than doubled their stakes in emerging market ETFs this quarter. The top three individual stock positions are Procter & Gamble, Alibaba Group Holding, and Johnson & ...

Owing to the global economic restoration from the COVID-19 scare, commodity prices have undergone an upcycle since late 2020. Mainland Chinese medium- and heavy-duty trucks have entered a bear market since mid-2021. Rigorous containment measures like traffic restrictions and quara...

Global economic growth accelerated in June thanks primarily to rebounding business activity in mainland China after lockdowns related to the Omicron wave were eased. Demand growth, as measured by inflows of new orders, meanwhile slowed globally to reach a near two-year low and hint at...