EWY News and Press, iShares Inc MSCI South Korea From 12/07/22

Summary 2022 is the first year since 2019 that I have been able to resume extensive international travel, and so a good time to refresh my "World Tour of Blue Chips". In this article, I highlight one of my top picks from each of 10 countries where I'm seeing opportunities. Of these ...

Summary Ray Dalio, Michael Burry, and Jeffery Gundlach recently shared some very bullish views on emerging markets. Not only are these ETFs undervalued on a fundamental basis, but the currencies that underpin them are also at 25-year lows. China and Brazil are not to be avoide...

Summary What's working is almost everything, but especially materials, information technology, real estate, and communication services. A changing inflation picture; change comes to silicon valley. Crypto may be toast - what are some alternative ideas for outsized returns? ...

Summary EWY invests in South Korean equities. EWY has fallen alongside other global equities over the past year or so. South Korean stocks are often viewed as a bellwether for the global economy, together with other related data such as South Korean exports growth. While E...

Summary As the global economy faces headwinds and liquidity conditions are expected to become tighter, difficulties in corporate bonds and credit markets are expected to increase. The credit market has been struggling quite a bit over the past few weeks. The 5Y Credit Default Swap...

Summary Considering the strategic fundamentals, the MSCI EM index is essentially a bet on the future prospects of Asia’s largest economies. Over the past 30 years, the S&P 500 has returned more than three times as much as the emerging markets index for a US-based invest...

Summary Both the Empire Manufacturing Survey and Philly Fed business outlook are expected to remain in contraction territory. Earnings season heats up as we hear from Bank of America, Goldman Sachs, Netflix, and Tesla. Japan may need to intervene in the FX market again as the ...

Summary Global equity markets outside of the United States have completed a third negative quarter, with the MSCI ACWI ex US IMI Index down 11.26% in the three months through October 30. For the year to date, this index is down 27.19%, which clearly indicates a “bear market...

Summary Korea’s high level of household debt has been regarded as a major risk factor for the economy for some time. We have taken a closer look at the issue and concluded that deleveraging with interest rate hikes would be painful and likely result in an economic downturn ...

Summary Non-China Asian exports are still growing, but the pace of increase has slowed and will slow still further as key export destinations struggle with inflation, energy security, and rising recession risks. In year-on-year terms, the rate of overall export growth is now skirt...