IXSE News and Press, WisdomTree India Ex-State-Owned Enterprises Fund From 10/01/21

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...

The focus in the US shifts from the labor market to pricing pressures. EU economic and financial affairs ministers are meeting in Slovenia. The meeting concludes on Saturday, September 11. The UK releases August unemployment claims and the unemployment rate on Tuesday. For f...

The August nonfarm payroll report showed the delta variant hit to the economy is just beginning. Next week is all about Fed speak. ECB meetings are about to get far more interesting. It is a quiet week for economic data, with Wednesday’s JOLTS job openings reading for July,...

The main foreign-traded assets at risk from these events are the bonds and equities in Pakistan. We don’t see the fall of the government, for now, having a drastic impact on the Indian equity story. And for us, the Indian equity story continues to be supported by the long-term ...

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 ...

Now that Jackson Hole is over, the focus shifts back onto the economic recovery. The euro area economy is ticking along nicely. Data from the UK this week showed that, despite all restrictions being lifted, the economy continues to face headwinds because of supply and labour short...

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...

The upcoming week is all about the Federal Reserve’s symposium in Jackson Hole, Wyoming. Government regulatory risk continues to dominate China equity markets, this time with President Xi pushing an agenda of wealth redistribution from rich to poor. Global macro weakness ha...

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 ...