OBOR News and Press, KraneShares MSCI One Belt One Road Index From 11/05/22

Summary As much as $130 trillion could be spent globally on infrastructure over the next five years, driving unprecedented efforts to revitalize, enhance and expand infrastructure assets around the world. Modern infrastructure projects increasingly seek to optimize transportation,...

Summary The global economy has been hit by several headwinds, almost all of them leading back to higher inflation. Europe is likely already in recession, the U.S. will enter recession in Q2 2023, while China struggles to make recovery headway. Markets have faced up to the reality ...

Summary The world’s infrastructure needs an upgrade. Here’s how investors can make the most of this global opportunity. Investment in infrastructure is nothing new. Many pension plans started getting interested in the asset class back in the 1990s, when Australia sta...

Summary Macro policy is ripping through markets now. We step back and look at why real assets in private markets like infrastructure could be attractive long term. Stocks fell after U.S. payroll gains slowed but not enough to deter the Fed from its singular focus on inflation, wit...

Summary ZIM Integrated offers investors a massive dividend yield. The company has strong free cash flow, benefited from a post-pandemic recovery in shipping rates and has very little net debt. However, shipping rates have begun their descent and dividend payments are linked to...

Ginebra San Miguel grows as the alcoholic drinks market in the Philippines grows, with a CAGR growth of 8.63% over the past 5 years. The company is in a solid financial position where it can increase its cash yield and liquidity, solvency, profitability, and operating efficiency KPIs....

ZIM Integrated Shipping is one of the world’s largest container shipping companies, with headquarters in Israel. On the backdrop of global supply congestions, ZIM Integrated Shipping has benefitted enormously. For the past twelve months, the company generated total revenues...

Inflation is running at levels not seen in 40 years; whether or not it has peaked, we believe that moderation will be a long process.1 Despite the challenges inflation presents for the broader economy, there are several long-term structural themes that we believe could provide some resili...

With equities weaker in 2022 and trading on fast-moving events, such as the Federal Reserve’s aggressive rate hikes and the war in Ukraine, infrastructure’s long-term proposition has been looking more attractive to investors today. Commodity inflation has had little impa...

The global economy and financial markets have suffered a dreadful H1 2022, ravaged by a severe commodity shock, strict COVID-19 lockdowns in the world’s second-largest economy, and one of the most aggressive Fed tightening cycles in recent history. H2 looks equally tough. In it...