Weekly Report: what happened at ECH last week (0715-0719)?

Weekly Report: what happened at ECH last week (0708-0712)?

Weekly Report: what happened at ECH last week (0701-0705)?

Weekly Report: what happened at ECH last week (0624-0628)?

Weekly Report: what happened at ECH last week (0617-0621)?

EWZS: Ignore The Noise And Focus On Valuation

IShares MSCI Brazil Small-Cap ETF (EWZS) is a great opportunity. The Brazilian stock market and real are among the worst performers globally in 2024. Despite poor performance, Brazil has controlled inflation, an independent central bank, and investment opportunities. EWZS has an attractive ROE and a very cheap P/E. Brazil has excellent competitive advantages for wind and solar energy.

Weekly Report: what happened at ECH last week (0610-0614)?

iShares MSCI Chile ETF declares semi-annual distribution of $0.6977

Weekly Report: what happened at ECH last week (0603-0607)?

Boots On The Ground: Assessing Investment Opportunities In Chile And Argentina

Ongoing economic reforms in Chile and Argentina could support structural growth and attractive investment opportunities in their consumer discretionary and financials sectors. Chile is experiencing an economic turnaround partly driven by strong demand for copper. Argentina is undergoing transformative economic reforms aimed at reducing fiscal imbalances and controlling inflation.

Weekly Report: what happened at ECH last week (0527-0531)?

ECH: Fade Chile's Copper Bounce

IShares MSCI Chile ETF (ECH) is one of the few single-country plays on Chile. Cyclical bounce in copper prices has helped Chilean stocks but the country's economy is still heavily dependent on the metal. The country's monetary easing tailwind is nearing an end and ECH's earnings base is very cyclical. The fund's 8% yield helps, but investors aren't getting much value.

Weekly Report: what happened at ECH last week (0520-0524)?

Mission Accomplished, Chile?

Weekly Report: what happened at ECH last week (0513-0517)?

Weekly Report: what happened at ECH last week (0506-0510)?

IMF 2024 Spring Meetings Takeaways: Emerging Market Stars Shine Bright

EM investors and policymakers are enjoying their moment. IMF upgraded US growth forecasts for 2024 by +0.6% of GDP and Chinese PMIs are back to expansion. Most of the concerns over emerging markets have been addressed. The mood at the 2024 IMF Spring meetings was notably upbeat.

Weekly Report: what happened at ECH last week (0429-0503)?

Weekly Report: what happened at ECH last week (0422-0426)?

Weekly Report: what happened at ECH last week (0415-0419)?