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EWT News and Press, iShares Inc MSCI Taiwan From 07/29/22

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Company Name: iShares Inc MSCI Taiwan
Stock Symbol: EWT
Market: NYSE

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EWT - Greater China Sales And Production Commentary - July 2022

In June 2022, 2.37 million light vehicles were sold in Greater China, a 29.7% increase compared with the same month of 2021. On a year-to-date (YTD) basis, light vehicle sales in mainland China decreased 4.7%, from 11.55 million units to 11.01 million units. In the first half of 2...

EWT - China Construction: A Policy-Driven Downtrend

China's construction sector faces ongoing pressure from policies designed to deleverage property developers and lead to more sustainable construction activity. Infrastructure spending may help to soften the blow but is unlikely to fully offset the impact on growth. Funding for rea...

EWT - Why We're Probably Not In A 'Real' Recession

In all fairness to the Atlanta Fed, some of last week’s statistical releases indicate an economic slowdown, but at a very slow pace, nothing like the rapid contraction that accompanied serious contractions in 2008-9 or 2020. Russia’s Gazprom last week notified major cust...

EWT - A Global Recession Can Be Avoided, But Risks Are High

As inflation raged, central banks accelerated the pace of monetary policy tightening, aiming to slow the growth of aggregate demand and calm price pressures. In response to persistently high inflation and an upward drift in long-run inflation expectations, central banks are accelerati...

EWT - Stagflation Ahead? Understanding The Drivers And Economic Impacts Of Higher Inflation

Concerns about stagflation have emerged because high inflation is widespread and growth is slowing in some markets. China's zero-COVID policy could pose a risk to the global supply chain - and inflation - if the newer variants lead to more frequent and large-scale lockdowns. If de...

EWT - What China's Recovering Supply Chain Means For Global Inflation

After months of COVID-related disruptions, China’s economy looks to be on the path to normalization. While China has stepped up stimulus to support infrastructure spending, the property market outlook remains gloomy, mitigating China’s demand for global commodities. ...

EWT - Week Ahead - Bring On The Fed

Europe took centre stage last week as leaders waited nervously to see if gas would start flowing through Nord Stream 1 again following scheduled maintenance. Next week the focus switches back to the US which has a big interest rate decision of its own and a number of major earnings re...

EWT - China's Renewables 14th 5-Year Plan: Official Targets To Be Remarkably Outpaced?

The National Development Reform Committee (NDRC) announced China's 14th FYP on renewables in June 2022. Provincial targets and project pipeline dynamics reflect a far more aggressive deployment pace. The mismatch of project lead times and a late start for pumped hydro acceleration...

EWT - Asia Pacific Regional Integrated Energy Service Research Highlights, Q2 2022

This research highlight summarizes the key impact papers and provides an overview the market signposts in Q2. Mainland China will continue to tighten its efficiency control over the energy-intensive industries as part of the key efforts to achieve carbon pledges. An unprecedented ...

EWT - Worldwide PMIs To Provide Guidance On Recession Risks And Inflation Trends

June had seen global employment growth generally holding up well, with many firms continuing to rebuild workforces that had been affected by the pandemic. Key to the price outlook will be the supply situation. Like the US and eurozone, the UK is seeing a natural moderation of grow...

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