VWO News and Press, Vanguard FTSE Emerging Markets From 01/17/23

Summary In our view, the balance of demand and supply factors should support oil prices in 2023. Most EM banking systems look better positioned in terms of capital than they were during the Global Financial Crisis. All things considered, we continue to believe that current valuation...

Summary Emerging markets have weathered tightening financial conditions. We now see a relatively good backdrop for EM assets as EM rates peak and China reopens. Stocks added to gains and bond yields fell as markets priced in Federal Reserve rate cuts later in 2023. We don’t think...

Summary For years, analysts have sung the praises of the economic maturity of emerging markets (EM) and the great investment opportunity that they hold. While the economic case is true, as an investment they have been a big dud. Yet, once again analysts are beating the drum and talk...

Summary DGS is a small-cap dividend ETF in emerging markets. It has a nice yield, looks cheap, beats emerging markets benchmarks, but I see 2 major issues. Red flag 1: 44% of asset value is in Taiwan and China. Red flag 2: the share price has lost over 40% in inflation-adjusted ...

Summary Markets may be underestimating the stickiness of inflation and central banks’ determination to beat it - and what that means for growth and corporate earnings potential. We favor fixed income and credit over equities, and investment grade over high yield. Should infla...

Summary In an economic downturn, higher-growth EM stocks that have derated and have strong and stable earnings could outperform, in our opinion. In China, we are cautiously positive on possible policy changes ahead and early signs of a roadmap out of zero-COVID. In India, we are con...

Summary After enduring one of the worst years on record across asset classes, investors should find more cause for optimism in 2023, even as the global economy faces challenges. Inflation is likely to moderate, and risks to the inflation outlook appear more balanced than they did severa...

Summary We are optimistic that emerging markets, in particular Chinese equities, can post positive returns in 2023. Consensus expectations point to two further increases in the US federal funds rate in 2023. As the investment environment evolves, an important feature that we seek in...

Summary The 2023 US outlook is grim but not cause for panic. In times of uncertainty, let's turn to the data. The US may look to decrease its current account deficit. Emerging markets would benefit from this. Intro Inflation is always and everywhere a monet...

Summary Arguably one of the greatest frustrations for investors over the past year of rampant inflation was the dismal performance of real assets regarded as inflation hedges and their positive correlations to the returns of nominal assets, such as conventional government bonds. Even th...