SCHE News and Press, Schwab Emerging Markets Equity From 08/29/21

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 ...

Looking ahead, as the global economy gradually reopens, monetary and fiscal policies continue to be accommodative to support the recovery, and pent-up demand is being released in advanced economies. Fluctuations in aggregate demand, oil price movements, and supply disruptions contribu...

The Indian stock market is soaring despite a very weak economy and employment picture. FX depreciation of the INR against the USD and foreign portfolio outflows are a barrier to further gains and could catalyze a drawdown. Indian equity market valuations are at a sky-high level ex...

The intensity of the income need only grows as investors move closer to - and enter - their retirement years. While diversified credit portfolios offer benefits, the potential drawdowns could be too much for some investors’ risk tolerances. For tax-sensitive investors, the ...

The government is legislating to improve consumers’ data protection against private companies, and particularly tightening private companies’ ability to transfer sensitive data abroad. We have seen a very rapid transformation of the opportunity set across emerging market...

SCHE, which tracks an emerging markets index, has come under a lot of pressure over the last few months. Covid-19 variants are hammering countries that have been slow to vaccinate their populations. Further, Chinese regulators are cracking down on the business community. These factors...

Earlier this year there were expectations that a global economic recovery would be a boon for the export-reliant and commodity-sensitive emerging markets (EM). The highest dividend quintile within the MSCI EM Index has outperformed the bottom dividend quintile by over 1,000 basis poin...

US-China tension and rivalry will continue under Biden. Medeiros: New listings and IPOs in India from tech unicorns coming to market. Medeiros: There's a higher risk premium for Chinese tech companies as a result of the regulatory crackdown. For further details see: Chin...

The U.S. is passing the baton in leading the economic restart to other developed markets; but we see fresh challenges in many emerging markets. Better-than-expected U.S. jobs data drove U.S. 10-year bond yields to the highest level in two weeks. U.S. stocks hit record highs. China...

Global equity markets have diverged widely lately, with European and US stocks strongly outperforming the rest of the world. Despite recent strength, Europe has performed roughly in line with its global peers since last year. Contributions to the FTSE All-World ex USA returns were...