An Asian Rally Will Likely Hinge on This
Although Asian markets have outperformed most of the other regions this year, their performance over the past few years has remained sluggish overall.
Asian equities have seen a sharp rally in 2017 due to attractive valuations and upward earnings potential.
The Bloomberg J.P. Morgan Asia Dollar Index, which tracks the ten most active currencies in the region (excluding Japan), has spiked 3.4% since December 28.
While the weak global economic recovery has weighed heavily on Asian exports, domestic weakness has also played a role in the region’s economic slowdown.
Under Kim Jong-Un, North Korea has adopted a more aggressive stance toward its regional adversaries, fueling unprecedented tension in the region.
Since Donald Trump took office, there has been a surge in business confidence on the hope that his new administration will cut corporate taxes.
Asian nations (AAXJ) are experiencing a continuation of the economic recovery that has been going on for a couple of quarters now.
A REIT (or real estate investment trust) is a company that owns and manages income-producing real estate.
The small-cap stock universe started rallying after Trump’s victory in November.
The CBOE Volatility Index (VIX) measures the volatility in the US stock market as represented by the S&P 500 Index (SPY) (SPX-Index).
In 2016, the global bond market offered low-to-negative yields with minimal returns from government bonds as well.
Currently, in the industry, there has been sizable growth within recent years. Over the past five years, ETF AUM have grown in the US alone from $1.2 trillion to almost $3 trillion and the growth appears to be accelerating.
With so many positive tailwinds for the financial sector, how can investors use ETFs to target this growth?
In addition to the promising signs of the financial sector passing the rigor of this stress test, talk of deregulation makes the financial sector even more attractive.
Despite and a rocky 3-month period, starting in late February/early March, the financial sector has really taken a positive outlook over the past ~month and some signs point to a continuation of this recent success.
The VanEck Vectors Morningstar Wide Moat ETF (MOAT) tracks the price and yield performance of the Morningstar Wide Moat Focus Index.
Carnival is among the most profitable and financially strong leisure travel companies in the world. It provides leisure travel to all major cruise destinations across the globe.
In 2016, Bayer owned ~51,000 valid patent applications and patents relating to ~5,000 protected inventions worldwide.
Lowe’s Companies (LOW) operates 2,129 home improvement and hardware stores in the United States, Canada, and Mexico.
Bristol-Meyers Squibb considers its people to be its competitive advantage, and it plans to build long-term, sustainable growth through innovation.