BTC iShares MSCI All Country Asia ex Japan ETF
Asian Debt Crisis: Should Investors Be Concerned?
In a report released this month, Mckinsey discussed the Asian debt crisis. The Asian financial system has been exposed to a higher risk.
Company & Industry Overviews
HSBC Might Cut Jobs after CEO’s Exit
After CEO John Flint’s exit, HSBC might cut thousands of jobs—mainly seniors executives. Noel Quinn will serve as an interim CEO.
Tech & Comm Services
First Half of 2018 Was Solid for Semiconductor Industry
Semiconductor ETFs (SMH) continued to outperform the market despite the US-China trade war.
Tech & Comm Services
Inside AMD’s Growth Potential: Why Some Analysts Remain Skeptical
Wall Street analysts have expressed mixed views of AMD and NVIDIA and have given consensus “hold” recommendations for both stocks.
Risk Aversion Back in Focus as North Korea Fires another Missile
Expectations for a lower level of volatility in the last week of summer were shattered as North Korea fired another missile on Tuesday morning.
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.
Why Investors Need Not Worry Over the Asian Rally
Asian equities have seen a sharp rally in 2017 due to attractive valuations and upward earnings potential.
Why Investors Must Focus on Quality Asian Stocks
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.
Will North Korea Undermine Broader Asian Markets?
Under Kim Jong-Un, North Korea has adopted a more aggressive stance toward its regional adversaries, fueling unprecedented tension in the region.
Why US Policy Uncertainty Could Trip up Equities
Since Donald Trump took office, there has been a surge in business confidence on the hope that his new administration will cut corporate taxes.
Is It Time to Focus on Asian Markets?
Asian nations (AAXJ) are experiencing a continuation of the economic recovery that has been going on for a couple of quarters now.
Will President Moon’s Efforts Improve Employment in South Korea?
South Korea, Asia’s (AAXJ) fourth-largest economy, posted a decline in its unemployment rate to 3.6% in May 2017 as compared to 4% in April of 2017.
How Could Equity Markets React to the Fed’s Optimism?
On June 15, the day after the FOMC statement, most global markets traded with a negative tone.
Why China’s Trade Surplus Rose at a Slower Pace in May 2017
China’s (FXI) trade surplus saw a rise in May 2017 as compared to the previous month.
Substantial Asia Exposure Could Improve Risk-Adjusted Returns
A higher allocation to Asia could certainly provide diversification benefits to investors while enhancing their risk-adjusted returns.
Asian Markets Could Generate Higher Returns
In the short term, Asian benchmarks and ETFs have also performed better than US-focused funds.
Global Benchmarks Are Underexposed in Asian Markets
Many Asia benchmarks covering high market capitalization across the region provide exposure only to Chinese stocks (FXI) (EWH) listed in Hong Kong, also known as H-shares.
US Investors Persistently Underweight on Asia
Although American investors have focused on domestic markets in the past, investors seeking long-term capital appreciation need to focus on Asia as well.
How Structural Changes Are Transforming Asia’s Economy
The rapid rise in income levels and robust population growth in Asian nations (AAXJ) should sustain strong consumption growth.
What’s behind Asia’s High Total Factor Productivity Growth?
Total factor productivity measures increases in overall output due to technological advancement without an increase in inputs.
What’s Driving Asia’s Growth?
For the last three decades, Asia has posted higher economic growth than any other region of the world.
A Look at Adobe’s Operating Segments in Fiscal 3Q16
Double-digit growth continues As we saw in the previous part of this series, Adobe Systems (ADBE) continued to beat analysts’ expectations with its fiscal 3Q16 earnings. In this part, we’ll take a look at the company’s operating segments: Digital Media, Digital Marketing, and Print and Publishing. The Digital Media segment contributes the most towards Adobe’s […]
Company & Industry Overviews
Why Investors Are Upbeat about Emerging Markets
The sharp rise in global liquidity conditions has been channeled mainly into emerging market (EEM) economies.
Russian GDP Continues to Fall, Taiwan’s Export Orders Drop
The Russian economy fell by 0.6% on an annual basis in July—compared to Market expectations of a 1.0% decline and lower than a decline of 0.5% in June.
Taiwan’s Economy Expands, Bank Indonesia Keeps Rates Unchanged
Taiwan’s economy rose by 0.7% on an annual basis in 2Q16—compared to a contraction of 0.29% in the previous quarter and slightly above estimated forecasts.
RBA Minutes Exhibit Dovish Bias, Wholesale Prices Rise in India
The RBA released its minutes. Inflationary pressures were subdued—noted by a sluggish rise in consumer prices in Australia of 1% in 2Q16.
Thailand’s GDP Strengthens, Trade Surplus Narrows for Indonesia
Thailand’s economy rose by 3.5% on an annual basis in 2Q16. The GDP rose at the fastest pace since 1Q13. On a quarterly basis, its GDP grew by 0.8% in 2Q16.
Malaysian GDP Grew Slower, Inflation Beat Expectations in India
The Malaysian economy grew by 4.0% on an annual basis in 2Q16—in line with estimated forecasts and against 4.2% growth recorded in 1Q16.
China’s Trade Surplus Expands, Australian Indices Still Rise
China’s trade surplus widened to $52.3 billion in July from $48.1 billion in the previous month. It’s expected to narrow to $47.6 billion.
Inflation Rises in Taiwan, Indonesian GDP Beat Expectations
The inflation rate in Taiwan rose by 1.2% in July on an annual basis—above expectations of 1.1% growth and last month’s rise of 0.91% in consumer prices.
Why Are Global Markets Trading Lower?
Major Asian markets (AAXJ) were trading on a negative note on August 3, 2016. The only exception was the Chinese (FXI) index DJ Shanghai.
Manufacturing PMI Releases across Asian Economies, China Struggles
The official manufacturing PMI for China, published by the National Bureau of Statistics of China, came in at 49.9 for July—slightly below June’s reading of 50.
Taiwan’s Economy Expands, Russia Keeps Rates Unchanged
Taiwan’s economy came out of the recessionary phase. The GDP for 2Q16 grew by 0.69%—compared to a contraction of 0.68% in the previous quarter.
What Are the BoJ’s Projections for Economic Activity in Japan?
The Bank of Japan gave its economic outlook after the monetary policy meeting on July 29. The weak data are due to the slowdown in emerging economies.
EWA Rises despite Lower Growth in Export and Import Prices
Recently, the trade surplus for Thailand increased as imports fell lower than exports in the Thai economy. THD rose by 0.81% at 1:30 PM EST on July 28.
Inflation Levels in Australia Exhibit a Sluggish Increase
Inflation levels in Australia rose by 1.0% in 2Q16—slightly below estimated forecasts of a 1.1% rise and softer than the previous quarter’s rise of 1.3%.
Why Did Singapore’s Industrial Production Fall?
Singapore’s industrial production fell on an annual basis by 0.3% in June—compared to a rise of 0.8% in the previous month and expectations of a 0.2% fall.
Inflation Levels Fall in Singapore, Malaysian Unemployment Rate Falls
The inflation rate in Singapore fell by 0.7% on an annual basis in June after a 1.6% drop in May and estimated forecasts of a contraction of 1.1%.
Strong Rise in Business Sentiment: Is It Signaling a Bounce Back?
The MNI China business sentiment index rose to 55.5 in July—compared to 54.5 in the previous month. It released at the highest level since October 2015.
Why Did Bank Indonesia Keep Rates Constant?
Bank Indonesia kept its benchmark rate unchanged at 6.5% during the monetary policy meeting on July 21 amid expectations of another round of easing.
Asian Markets Trade Lower, ECB’s Policy Falls Short of Expectations
Key Asian indexes (AAXJ) were trading lower on July 22 as the ECB’s (European Central Bank) monetary policy disappointed the global market.
Inflation Levels in Malaysia Ease, Taiwanese Export Orders Drop
The inflation rate in Malaysia increased by 1.6% on an annual basis in June—compared to 2.0% in the previous month and below forecasts of 1.6%.
Asian Markets Fall, Led by EWA: Australia Stays Open to Rate Cut
The RBA (Reserve Bank of Australia) induced a sell-off in the Australian dollar when it kept the door open for rate cuts in the future. It said inflation rates are still below the target.
Outlook Projections: IMF Cuts Global Growth Forecasts
The IMF cut its global economic growth forecasts, according to the latest IMF World Economic Output Update dated July 19. The cut in forecasts was expected.
Australian Dollar Rises ahead of the RBA’s Minutes
The Australian dollar could gain more if the RBA doesn’t provide a strong hint of cutting interest rates. The central bank is concerned about economic growth.
Asian Markets Rise as Investors Focus on Chinese GDP Release
On a quarterly basis, the advance GDP for Singapore rose by 0.8%, marginally below estimated forecasts of 0.9%.
Why Are Global Markets Range Bound?
The contrasting movement among the global markets was primarily due to caution ahead of the Bank of England’s monetary policy release on July 14.
Central Bank of Malaysia Cuts Rates by 25 Basis Points
The Central Bank of Malaysia unexpectedly reduced the benchmark interest rate by 25 basis points to 3% on July 13—bringing the rates to two-year low levels.
Tech & Comm Services
Marvell Attracts Interest from China
Marvell’s rich patent portfolio makes it an ideal acquisition target for China, which is looking to acquire multinational semiconductor companies.
Company & Industry Overviews
What Makes Marvell a Good Acquisition Target?
Marvell is a strong company with $2 billion in cash reserves and zero debt. Being a fabless company, it has a rich portfolio of intangible assets.