SCHE News and Press, Schwab Emerging Markets Equity From 05/20/24

2024-05-20 14:15:00 ET Summary We stay dynamic on a strategic horizon to take advantage of sharp valuation shifts. We go overweight emerging market stocks for the first time since 2020. U.S. stocks hit all-time highs while 10-year yields fell after the CPI data met expectations. W...

2024-05-15 09:10:51 ET Summary The article evaluates the Schwab Emerging Markets ETF (SCHE) and I downgrade my outlook to "hold" due to headwinds and under-performance compared to the S&P 500. China's dominance in the EM indices is a key reason for SCHE's under-performance. ...

2024-05-14 03:20:00 ET Summary The worldwide PMI surveys compiled by S&P Global Market Intelligence indicated that global trade expanded at the start of the second quarter of 2024. The seasonally adjusted Global PMI New Export Orders Index posted 50.6 in April, up from 49.8 in...

2024-05-13 06:54:48 ET Summary iShares Core MSCI Emerging Markets ETF warrants a sell rating due to multiple risk factors for the fund outweighing its positive factors. Positive factors for IEMG are a low expense ratio, a high quantity of holdings, and a noteworthy dividend yield....

2024-05-10 09:30:00 ET Summary Emerging market economic growth was sustained at a solid rate at the start of the second quarter of 2024. Cost pressures intensified for emerging market firms as average input prices rose at a faster rate. Of the four major emerging market econom...

2024-05-10 06:22:14 ET Summary Schwab Emerging Markets Equity ETF aims to track the performance of the FTSE Emerging Index and offers exposure to over 20 emerging market countries. Top holdings of SCHE include Taiwan Semiconductor Manufacturing Company, Tencent Holdings, Alibaba G...

2024-05-08 09:09:00 ET Summary We actually started off the year with still some continuation of the trends in the asset class that we've seen by the end of 2023. We also saw geographies like Taiwan and India, which were good performers last year, continuing to contribute positivel...

2024-05-07 08:50:00 ET Summary Chinese equities have rebounded, reversing the negative returns recorded in the first quarter. Investor expectations for US interest rate cuts have reset. The Commodities Research Bureau Index of commodity prices rose 7.4% year-to-date through th...

2024-05-06 09:35:00 ET Summary The IMF upgraded US growth forecasts for 2024 by +0.6% of GDP, and Chinese PMIs are back to expansion. There aren’t any bad EM stories right now, with almost all of the typical problem cases in EM making meaningful policy adjustments. The ...

2024-05-03 07:40:00 ET Summary Following last year's strong close, first quarter returns for the capital markets were driven by hope and a measure of fear. The bond market did not fare as well, beginning first with the Fed urging caution about the timing and magnitude of rate cuts...