Emerging Markets - A Changed Asset Class?

Investors have traditionally considered emerging markets to be riskier than developed markets. Recent data point to significant changes in EM fixed income and equity markets. EMs remain resilient during recent DM hiking cycle. EM growth is not as dependent on China as it used to be. Investors may be getting more attuned to these shifts.

Weekly Report: what happened at EDC last week (0408-0412)?

Global Market Perspectives Q2 2024: What's Not To Like?

Home Market Outlook Today's Market Perspectives Q2 2024: What's Not To Like? U.S. Economy continues to grow, overshadowing other major global economies of 2023. With most other global economies still struggling, the U.s. Will remain the strongest global performer.

Emerging Markets Activity Expands At Fastest Pace In 10 Months

Emerging Markets Activity Expands At Fastest Pace In 10 months. Incoming new business for emerging market goods and services rose in March at the quickest pace since last May. India continues to lead growth in both the manufacturing and service sectors. In March emerging markets growth accelerated at the fastest pace since May 2024.

Playing Demographic Divergence Now

By 2050, one in six people globally will be over the age of 65. The number of people of working age is shrinking across developed markets but growing in emerging markets. Working-age populations are declining in major economies. We favor countries that are better adapting to the demographic shifts.

Weekly Report: what happened at EDC last week (0401-0405)?

Just Transition And Emerging Markets: Weighing The Risks

The concept of a "just transition" is gaining ground among investors concerned about the social risks of moving from fossil fuels to alternative energy sources. Coal- or oil-exporting countries with undiversified economies may face significant transition risks. These risks are particularly high in emerging markets. The Just Transition Index measures countries across a range of key indicators.

Emerging Market Insights: Seeds Of Optimism

Weekly Report: what happened at EDC last week (0325-0329)?

Weekly Report: what happened at EDC last week (0318-0322)?

Direxion Daily MSCI Emerging Markets Bull 3X Shares declares quarterly distribution of $0.4679

Weekly Report: what happened at EDC last week (0311-0315)?

Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures

PMI: Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures in February. Overall prices rose at the fastest rate since last October across emerging markets. India remained the brightest spot in the emerging market space, followed by Brazil, mainland China and Russia.

Weekly Report: what happened at EDC last week (0304-0308)?

Emerging Market Insights - Semiconductor Sector Soars

Franklin Templeton: The semiconductor sector posted a 10% gain in February. The electric vehicle sector has been under pressure in recent months despite rapid growth in 2023. Semiconductors in focus reflect renewed optimism surrounding artificial intelligence chips and their applications. We are constructive on a broad-based recovery in semiconductor demand in 2024.

Weekly Report: what happened at EDC last week (0226-0301)?

Weekly Report: what happened at EDC last week (0219-0223)?

Weekly Report: what happened at EDC last week (0212-0216)?

EM Central Banks: More Easing In The Cards?

Emerging markets have taken solace in the view that the U.S. Hiking cycle is over. Slowing global inflation has been due to sharply lower core goods inflation. The sunset of Fed tightening provides room for further rate cuts in emerging markets. Overall, we see the biggest opportunities for duration exposure in Brazil, Colombia and Indonesia.

Weekly Report: what happened at EDC last week (0205-0209)?