Measures of business confidence in South Korea (EWY) show that manufacturers have become slightly optimistic about business and economic conditions. Exports continued to grow in April 2017, supporting an improved…
The South Korean (EWY) (KOR) economy, an emerging market (EEM) participant, picked up the pace in 1Q17, despite geopolitical tensions. GDP growth in 1Q17 exceeded expectations, rising 0.9% quarter-over-quarter. Performance in…
The South Korean (EWY) economy is heavily reliant on the external sector. In 2015, it was the fifth-largest export economy (DBKO) in the world, according to the ECI (economic complexity index). China…
Asia’s (VPL) (EPP) fourth-largest economy, South Korea’s (EWY), showed some moderate signs of recovery in 1Q17. Improved global (ACWI) (VT) economic conditions have boosted the country’s exports and investments in…
The South Korean (EWY) economy is currently affected by security threats from North Korea and several chaebols, or family-controlled companies. Samsung Electronics (SSNLF) (HYMLF), a chaebol, has been involved in a…
South Korea’s (EWY) newly elected president aims to bring about economic and structural reforms. Consumer confidence in South Korea (DBKO) has jumped to the highest level in last three years.…
South Korea’s (EWY) stock market soared to a new high recently, posting large gains across the Asia-Pacific region (VPL)(EPP). In this series, we’ll discuss what we can expect from South Korea for the rest of the year.
Consumer prices in Mexico rose 5.8% year-over-year in April 2017 as compared to a 5.4% rise in March 2017 and beat market expectations of 5.7%.
Mexican (EWW) policymakers aim to keep the country’s monetary policy in line with US (SPY) monetary policy, as the two countries’ economies are closely linked.
Consumer confidence in Mexico (EWW) came crashing down in the first couple of months of 2017 amid the uncertainty of US-Mexico relations and surging inflation.
Mexico’s auto production rose 3.2% to 278.2 thousand vehicles in April 2017 as compared to April 2016 but decreased as compared to March 2017.
The Mexican economy expanded 0.6% in 1Q17, beating market expectations. Exports and private spending have continued to support growth in Mexico this year.
The US medical device industry is a global leader. Its market was valued at ~$140 billion for 2016. It represents ~45% of the global market.
The US economy is dealing with rising healthcare costs. The national healthcare expenditure grew 5.8% to $3.2 trillion in 2015 or $9,990 per person.
Trump’s recent meeting with Chinese President Xi Jinping in April ended well. China is the United States’ largest trading partner and exporter as of 2016.
The financial sector (VFH) had a decent year in 2016 as bank shares (KRE) surged due to expectations of a rise in the interest rate and deregulation.
According to many experts, big, bold tax cuts are expected to boost investment sentiment for 2017 and 2018.
According to Trennert, deregulation in the energy sector and promised reforms, if implemented, could provide significant opportunities.
According to Jason Trennert, CEO of Strategas Research Partners, the market rallies are getting partial support from President Trump’s economic reforms.
Soft economic data suggest an optimistic outlook that will rely heavily on the Trump administration pushing forward with tax reforms and infrastructure spending.