THD News and Press, iShares Inc MSCI Thailand From 05/23/21

The markets have turned less bullish with ebbing momentum, but emerging markets are a higher risk category. Despite a new wave of virus infections, both monetary and fiscal policy options have narrowed in emerging markets. VWO's performance has been disappointing compared to peers...

A year has now passed since the correction of March 2020, as markets first appreciated the implications of a global pandemic. With continued weakness in developed markets, we have seen a continuance of unprecedented fiscal and monetary stimulus. The concept of a world-leading emer...

Global growth looks set to rebound even more strongly in 2021 than we had anticipated in our January Cyclical Outlook. Over the next several months, a combination of base effects, recent increases in energy prices, and price adjustments in sectors where activity ramps up is likely to ...

Global manufacturing PMI buoyed by further strong gains in production. Robust growth seen in the US, Eurozone, India and Brazil despite supply chain delays close to record high. Expansion limited by further slowdown in China, in turn linked to shipping and logistics problems. ...

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, ...

Thai equities are priced at relatively attractive terms. While Thai equities do not offer exciting momentum stocks, high exposures to Financials and Energy make the THD portfolio a strong contender for an early-cycle bounce. However, the Thai baht has also appreciated significantl...

The near-term outlook for EM inflation is mostly benign, but regulated prices, minimum wage increases, and higher commodity prices point to upside risks. The latest inflation releases across Emerging Markets ((EM)) [Philippines, Thailand, and Indonesia] were in line with the predomina...

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

The weak dollar and booming risk appetite in the wake of the U.S. presidential election is adding a tailwind for some emerging markets ETFs that have trailed during the year.Country ETFs for Thailand (THD), Malaysia (EWM), Hong Kong (EWH), Nigeria (NGE), and Chile (ECH) were the biggest gaine...

Among Southeast Asia's major economies - ASEAN-6 - Indonesia and the Philippines have currently almost 360,000 confirmed COVID-19 cases each. According to WHO's models, the real number could be 3.5 million or more. If the modeled estimates are some 10 times higher than the confirmed c...