EWY News and Press, iShares Inc MSCI South Korea From 10/18/21

Investors have shifted focus from the immediate COVID-19 threat to the prospect of a cyclical slowdown and secular stagflation. Investors may also need to process a longer-term adjustment, because of the lasting impact of COVID-19’s shocks to both supply and demand. Markets...

The latest indicators reflect a quickening pace in the Korean economy, which is headed for a healthy 4+% advance this year. The main US-listed Korean ETF, the iShares MSCI South Korea ETF (EWY) lost 13.6% on a total-return basis in that period. The prospects for the Korean economy...

South Korea's macroeconomic backdrop is positive. While near-term risks remain in global supply chains and logistics, the South Korean won is probably undervalued, while the country's exports remain strong, and forecast earnings growth rates are high. I think that South Korean sto...

Global IPO market is on the way to breaking all records in 2021, according to EY market analysis cited by Consultancy Asia; across all corners, number of IPOs and stock listings proceeds crossed 2020 figures with YTD total now at 1,635 IPOs raising $330.7B. In 2020, SPAC IPO volumes soared to...

Why we believe China’s strategic reorientation changes the case for investment rather than removing it, and also highlights the growing diversity of opportunity in the rest of Asia. As China moves further up the value chain, policy is shifting from encouraging consumption and i...

David Tepper’s 13F portfolio value decreased from $6.96B to $4.83B this quarter. Appaloosa added Uber Technologies & PulteGroup while dropping Adobe, Walt Disney, and Salesforce.com. Most of the top positions were reduced as well. Micron Technology, Amazon, Facebook, Al...

Global manufacturing remained beset by unprecedented supply issues in July, which constrained output and drove prices higher. The analysis of survey responses suggests that the number of companies reporting lower production due to staff or materials shortages is running at around five...

Whether or not you should invest in “emerging markets” today really comes down to one thing, and that one thing is China. There is a great deal of uncertainty about the co-evolution of China’s markets with those of the US, Europe and non-China Asia-Pacific in the ...

Global real GDP reached a new high in the second quarter of 2021, completing a year-long recovery from the COVID-19 recession. The resilience of the global economy amid a lingering pandemic suggests that the world is learning to live with the COVID-19 virus. Western Europe's consu...

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...