IDX News and Press, VanEck Vectors Indonesia Index From 04/07/23

2023-04-07 11:11:00 ET Summary The liquidity crisis impacting selected developed market banks has unnerved emerging market investors. Markets have recovered from the turmoil following the liquidity crisis impacting some banks in the United States and Europe. Emerging Asian sto...

2023-03-19 06:42:00 ET Summary Despite global economic headwinds from slowdowns in the US and EU economies, economic growth in the Asia-Pacific region is forecast to strengthen in 2023. The rebound in mainland China's economy is expected to have significant positive effects on the...

2023-03-09 06:00:00 ET Summary Indonesia is expected to churn out another solid growth performance in 2023. Indonesia will be looking to domestic consumption to deliver the bulk of growth. The challenging external headwinds mean that Indonesia will be relying on domestic consu...

Summary Global manufacturing output returned to growth in February after six months of decline, according to the JPMorgan Global Manufacturing Purchasing Managers' Index compiled by S&P Global. The improvement was driven by Asia and coincided with the reopening of the economy of mai...

Summary Uncertainty abounds in many key global macroeconomic drivers. However, some of this uncertainty, global growth and geopolitics in particular, may provide a strong tailwind for EM debt. All key global macroeconomic drivers are maximally uncertain – rates, FX, duration, IG ...

Summary The COP27 presented a number of challenges that nations will face in the coming years. At present, “pure” green activities represent a very small portion of global GDP and an even smaller portion of emerging market economies. Investing directly in transition or...

Summary In the past, one of the biggest attractions of EM equities was a stronger macroeconomic growth backdrop than that of developed countries. We’re also seeing signals of declining inflation across various EM countries, including India and Brazil. Investors are understand...

Summary Emerging markets could look to make up for a lost decade. IDX’s valuations and earnings potential look attractive. IDX is dominated by financial stocks. Having spent 10 years studying emerging markets, I know that you have patterns repeated over and over a...

Summary In an economic downturn, higher-growth EM stocks that have derated and have strong and stable earnings could outperform, in our opinion. In China, we are cautiously positive on possible policy changes ahead and early signs of a roadmap out of zero-COVID. In India, we are con...

Summary We are optimistic that emerging markets, in particular Chinese equities, can post positive returns in 2023. Consensus expectations point to two further increases in the US federal funds rate in 2023. As the investment environment evolves, an important feature that we seek in...