SPEM News and Press, SPDR Index Shares Fund Portfolio Emerging Markets From 04/08/24

2024-04-08 12:20:00 ET Summary Working-age populations are declining in major economies. We favor countries that are better adapting and sectors set to benefit from spending shifts. U.S. yields jumped last week but U.S. stocks remain near all-time highs. The strong March U.S. jobs...

2024-04-08 12:05:00 ET Summary South Korea’s classification as an “emerging” or “developed” market affects funds’ allocations, with some emerging markets funds having no exposure to the country. The “Korea Discount” refers to...

2024-04-06 11:00:00 ET Summary The concept of a "just transition" is gaining ground among responsible investors concerned about the social risks of moving from fossil fuels to alternative energy sources. Coal- or oil-exporting countries with undiversified economies may face signif...

2024-04-05 14:50:00 ET Summary The relative performances of large-cap equities to small-caps in developed and emerging regions have tracked one another for the better part of the last decade. However, around early-2021 they began to diverge. The sharp shift in recent performance o...

2024-04-05 13:15:00 ET Summary The global economic picture did not change significantly in the first quarter of 2024. We continue to believe that a soft landing is the most likely outcome, with major economies still on course to avoid significant contractions. Should inflation...

2024-04-05 04:05:00 ET Summary Purchasing manager indexes in China rebounded in March, with the Caixin/S&P Global index reaching its highest level in over a year. India will go to the polls on April 19, with voting in the general election continuing over six weeks. While E...

2024-03-14 13:15:00 ET Summary Emerging markets continued to expand at a solid pace midway into the first quarter of 2024, supported by broad-based expansion across both manufacturing and service sectors. The emerging market expansion sustained into the second month of 2024, accor...

2024-03-08 03:20:00 ET Summary The semiconductor sector, as represented by the Philadelphia Semiconductor Index, posted a 10% gain in February. The EV sector has been under pressure in recent months despite rapid growth in 2023. Egypt is expected to agree to an extension and p...

2024-02-22 14:32:07 ET Summary I analyze the characteristics of the SPEM ETF, which focuses on emerging markets. The overexposure to China has impacted the ETF's performance, but its position in the Indian market seems promising. SPEM has good sector diversification, outperfor...

2024-02-20 04:26:00 ET Summary China’s weight in the emerging market universe is typically 30% of the EM benchmarks, but (in my opinion) China remains uninvestable. Whether it’s international or emerging markets, or the equal-weight S&P 500 or the Russell 2000, o...