OBOR News and Press, KraneShares MSCI One Belt One Road Index From 04/09/21

Brazil Composite PMI fell from 54.4 in 4Q 2020 to 52.1 in 1Q 2021, marking a slowdown in growth conditions in the economy. Russia Composite PMI increased from recessionary 47.7 in 4Q 2020 to still negative-growth (albeit statistically, indistinguishable from zero growth) 49.5 in 1Q 20...

Global PMI highest since August 2014. Manufacturing reports robust expansion despite supply delays, services boosted by easing of COVID-19 restrictions. Consumer services show signs of steadying after steep downturn. US leads upturn, Brazil lags. For further details see:...

Central bank manipulation of asset prices has swamped fundamentals. Asia-Pacific is one place to look for value, because the world is shifting from the concept of nation-state to the concept of civilization. Mutually assured destruction is the most stable game theory structure tha...

Globally, vaccine approvals are providing a much-needed light at the end the tunnel, helping both consumers and business envision a return to normal. In the US, after unprecedented legal challenges following last year's presidential election, the new administration is ushering in new ...

The Chinese were first to go down because they had been first to shut down, therefore one year further on they'll be the first to skew all their economic results when being compared to it. What we want to know is how the current data fits with the overall idea of recovery: is it on tr...

Global economic growth led by the US as PMI rises to highest in six-and-a-half years. COVID-19 restrictions limit service sector growth in Europe and Japan. Solid growth continued to be recorded in Australia and Russia, albeit with rates of expansion capped in particular by weaken...

The Asia-Pacific region went into this crisis first and many of its economies are emerging from it first as well. This is largely driven by stronger-than-expected performance among advanced economies in the region, as well as some large emerging market economies such as China, India, ...

During the fourth quarter, our base case for emerging markets (EM) was the following: we saw favorable economics, questionable politics, and an exciting digital disruption theme that swept across emerging markets countries around the world. Emerging markets have traditionally underper...

Global business cycles are closely interconnected. Global business cycles are closely synchronized. Global equity markets respond accordingly. For further details see: Investing In Foreign Markets Sounds Exciting - But Isn't Always

by Nick Langley, Portfolio Manager The COVID-19 pandemic has meaningfully hit most countries in the world, bringing with it a toll on human lives and livelihoods. As governments move to mitigate the public health crisis and support economies through monetary and fiscal policy, many are a...