EWY News and Press, iShares Inc MSCI South Korea From 08/24/21

We’ve recently updated our Asia game theater, and although these changes partly reflect the recent regulatory crackdown in China, our update was independent of recent Chinese equity market volatility. Incentives appear to be aligning for increasing rhetoric between the United S...

The Indian stock market is soaring despite a very weak economy and employment picture. FX depreciation of the INR against the USD and foreign portfolio outflows are a barrier to further gains and could catalyze a drawdown. Indian equity market valuations are at a sky-high level ex...

A marked fall in business optimism in July hints that companies could become reticent to expand capacity while the pandemic continues to hit supply chains. Output growth continued to run behind the growth of new orders for a fifth straight month, meaning backlogs of work rose sharply ...

The Delta variant of the coronavirus is rattling markets and poses real risks, but we should not be distracted from the successful impact of vaccinations. The effectiveness of vaccinations is the reason U.S. real GDP is back to pre-crisis levels amid this still-raging pandemic. Gl...

The EWY appears to be digesting the strong gains seen over the past year or so, and with valuations near record highs, I am awaiting a deeper correction. The fund’s 0.59% expense ratio and low dividend yield mean that capital gains are needed to generate strong returns, and aft...

COVID-19’s strong variants and slow vaccine distribution affect many EM economies. EM economies are increasingly powered by disruptive and innovative companies that are globally competitive. While the pandemic remains the primary determinant and influencer for economic mark...

While inflation concerns and a global reopening-driven value rebound remained top of mind for investors throughout Q2, growth sectors made a comeback in June. While overseas-listed China internet companies came under pressure due to increased regulatory scrutiny, E-Commerce and fintec...

The Asia-Pacific region experienced a recession in 2020 owing to the COVID-19 pandemic, with Asia-Pacific GDP contracting by an estimated 1.1%. During the second half of 2020, many Asia-Pacific economies had shown a significant recovery in economic momentum. However, recovery mome...

Big upside inflation surprises in Turkey and parts of LATAM co-exist with moderating inflation in EM Asia. China’s economic surprises keep decoupling from the rest of EM. From the market’s perspective, a key question is whether EM’s big inflation divide will reinf...

As the world convalesced from the pandemic, stocks advanced in the second quarter and earnings rebounded across sectors. With business gains broadening amid complex market risks, we think investors should lean on quality to find stocks that will perform well in a normalizing world eco...