EWY News and Press, iShares Inc MSCI South Korea From 01/24/23

Summary Weakness in the EWY over recent years has seen the PE ratio on the index fall below 10x, which is significantly below its developed market peers. Korea has strong economic fundamentals in terms of its external balance sheet, fiscal position, and savings rates, which arguably sho...

Summary iShares MSCI South Korea Capped ETF provides investors exposure to South Korea's semiconductor & technology-focused economy. Local lawmakers are progressively opening the country up to foreign investors in a quest for international capital. The country's dependency on se...

Summary Americas equities, ETPs, corporate bonds, and government bonds all outperformed when compared with previous six-month periods. Corporate bonds continued their impressive run throughout the second half of 2022 increasing revenues over each quarter. 2022 was an outstanding yea...

Summary South Korea's economy has deteriorated considerably since the start of the fourth quarter of 2022, with exports, manufacturing and service activity tumbling sharply. House prices have already declined significantly in 2022, but we expect prices to fall by another 10% in 2023 and...

Summary We are optimistic that emerging markets, in particular Chinese equities, can post positive returns in 2023. Consensus expectations point to two further increases in the US federal funds rate in 2023. As the investment environment evolves, an important feature that we seek in...

Summary I think that Woori Bank has the potential to outperform the KOSPI index during the next decade. The bank is attractive based on its low P/B ratio and historically high dividend yield. South Korea is one of my top emerging market picks at the moment. If Woori bank is too ...

Summary There were ample causes for this global downdraft in equity markets. Global equity markets look likely to face a global recession in 2023, which appears to have already begun in the final quarter of 2022. Equity markets will face a tough global environment in 2023, particula...

Summary China’s inflection point began with the easing of access to credit in the property sector in October 2022. If the International Monetary Fund’s forecasts for resilient EM economic growth in 2023 prove to be correct, this should have a positive effect on revenue tre...

Summary This closed-end fund trades at a large discount of circa 15%, has an acceptable expense ratio, and has performed a little better than its benchmark over the last decade. Korean stocks are amongst the world’s cheapest based on forward P/E ratio. Emerging markets, in genera...

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 ...