EWY News and Press, iShares Inc MSCI South Korea From 02/15/24

2024-02-15 13:58:25 ET Summary Coming off a challenging few years, Korea could finally be set for a change in fortunes. At the head of the catalyst pipeline is a Japan-like ‘value up’ program to unlock the perennial ‘Korea discount’. FLKR stands out...

2024-02-09 12:30:00 ET Summary While the China macro story of ongoing transition is a headwind to the rest of Asia, there is more to the region's economic health than this. We see some glimmers of stronger export and production activity together with a more benign inflation backdr...

2024-02-07 04:32:00 ET Summary Following a sharp decline in the technology sector in January, policymakers in China are reviewing draft legislation titled, “Measures for the Administration of Online Games.”. Investor expectations for the timing of US interest-rate cu...

2024-02-06 07:12:34 ET Summary Korea’s plan to apply the Japanese playbook has received a rather lukewarm market response so far. Even after last year’s rally, Korean large-cap valuations remain inexpensive. Ahead of a potentially catalyst-rich next few months, t...

2024-02-01 03:00:00 ET Summary Resilient Korean exports combined with a positive manufacturing PMI suggest global demand for vehicles and semiconductors remains solid. Weak imports indicate a slightly cloudier outlook for the domestic economy. We expect exports to improve in t...

2024-01-18 00:00:00 ET Summary Emerging markets equities saw positive performance in 4Q 2023, driven by valuation re-rating and currency strength. Taiwan Region, India and South Korea boosted benchmark returns, while China underperformed. Brazil remains the Strategy’s l...

2024-01-09 22:45:00 ET Summary Emerging markets (EMs) have regained their footing in 2023, but the recovery from October 2022 lows has been anything but uniform across individual markets. As a new EM cycle unfolds, we expect that the heterogeneous dynamics and secular themes that ...

2024-01-08 21:20:00 ET Summary Drivers for emerging markets in 2024 include a potential recovery in earnings growth, the likelihood of a US soft landing, and evidence that interest rates have peaked. In 2024, more than four billion people will take part in elections, starting with...

2024-01-06 12:15:00 ET Summary After rapid expansion in 2023, the Asia-Pacific (APAC) region is expected to be the fastest growing region of the world economy in 2024. Some improvement in East Asian exports will also support economic expansion. The APAC tourism industry is exp...

2024-01-04 01:25:00 ET Summary As the world continues its geopolitical rebalancing, the Asia-Pacific region faces potentially significant risks across the economic and political arenas in 2024. The indicators for these risks include the path of mainland China's economic recovery a...