FLKR News and Press, Franklin FTSE South Korea From 08/03/22

The latest data releases in emerging markets Asia confirmed that peak inflation in the region remains elusive. Unlike EM Asia, inflation surprises in EMEA and LATAM are actually heading south - together with actual annual inflation in some countries. There will be several importan...

A multifaced response, including increasing interest rates, is needed to prevent an upward spiral of price expectations and rising capital outflows. China, Asia’s largest economy, saw a significant deceleration in the second quarter as the zero-COVID policy prompted lockdowns f...

The latest S&P Global Electronics PMI survey shows that expansion in the electronics sector is continuing, albeit growth momentum has gradually moderated during the first half of 2022, with new orders having slowed. The global electronics industry continues to struggle with protra...

The peak rates chatter refuses to go away – and there are good reasons for that. Emerging markets' central banks frontloaded a lot of rate hikes, and real policy rates adjusted by expected inflation are now very positive (maybe even contractionary) in quite a few EMs. The l...

This research highlight summarizes the key impact papers and provides an overview the market signposts in Q2. Mainland China will continue to tighten its efficiency control over the energy-intensive industries as part of the key efforts to achieve carbon pledges. An unprecedented ...

As we entered 2022, many emerging markets were already hurting due to higher commodity prices and rising interest rates; then a war in eastern Europe sent shock waves through the markets. The conflict in Ukraine likely bodes poorly for Eastern Europe more broadly, expanding beyond Rus...

The JPMorgan Global Manufacturing PMI rose from a 15-month low of 53.2 in January to 53.6 in February. The relative weakness of February's global output growth by historical standards contrasted with a more robust expansion of order books recorded during the month. The reduction i...

The South Korean economy closed 2021 on a strong note. Supply chain disruption continued to hold back a stronger recovery in activity and demand in the manufacturing sector. Structural reforms to increase the potential growth rate will be a key policy priority over the medium term...

The MSCI Emerging Markets Index fell 2.5% in US-dollar terms last year. In contrast, the MSCI World Index gained 18.5%, helped by strong US returns. China’s 2021 woes stemmed from a combination of shrinking credit availability, acute debt in the property sector and restrictive ...

The global central bank community has been wrong on inflation. Euro zone inflation rose to a new record high last month, defying expectations for a big drop and piling pressure on the European Central Bank to finally admit that price growth is not as temporary and benign as it has lon...