EWY News and Press, iShares Inc MSCI South Korea From 02/17/24

2024-02-17 09:01:22 ET Summary The Korea Fund is a closed-ended fund focused on South Korean equities with performance that is slightly ahead of its benchmark over the last decade. The fund has a discount to NAV of over 17% in the last 6 months, which may contract substantially in...

2024-02-17 05:13:05 ET Summary January's CPI data confirm that inflation is anything but dead and buried. It's worth noting that despite January's notable 0.8% rise, Import Prices were still down 1.3% YOY. Medical Care Services gained 0.7%, with Health Insurance prices jumping...

2024-02-15 23:39:00 ET Summary Emerging markets have taken solace in the view that the U.S. hiking cycle is over, helping deliver strong returns in 2023. Slowing global inflation has been due to sharply lower core goods inflation, while service prices have remained stickier. E...

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 ...