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

Weekly Commentary: Opposite Day

The Semiconductor Index surged 9.9%, more than recovering from last week's 9.2% drubbing. The Bank of Japan just can't stop playing with fire. Short squeezes are alive and well. Tesla surged 14.4% this week. The bulls have plenty of fight.

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

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

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

Emerging Market Insights: Seeds Of Optimism

MXF: Expect Consolidation For Mexico Stocks As Worries Emerge In 2024

The Mexico Fund, Inc. Aims for long-term capital appreciation through equities listed on the Mexico Stock Exchange. The fund has experienced a large discount to NAV, but this may present an opportunity for investors. Mexico stocks have had a low returning decade but have rebounded in the last month. Risks in the short term are emerging due to currency movements and elections.

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

Weekly Commentary: On Currency Watch Following Melt-Up Q1 2024

Home Market Outlook Today's Market Weekly Commentary: On Currency Watch Following Melt-Up Q1 2024. Bitcoin ended the quarter up 159% from October lows, trading at a record high. Financial conditions loosened further, building on the Fed's dovish pivot. The spectacular risk asset melt-up was ongoing.

How Does Global 'Friend-Shoring' Affect Chinese Manufacturers?

Deglobalization is changing the way companies manufacture products. US imports from China have declined but China's exports to the rest of the world have increased. Mexico and Vietnam have been big beneficiaries of changes to supply chains. But Chinese companies remain deeply involved in global manufacturing. Chinese companies comprise half of Apple's suppliers in Vietnam.

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

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

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

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

Mexico Passes China As U.S.'s Biggest Source Of Imports: What That Says About The State Of Global Trade

Mexico Passes China As U.S.'s Biggest Source Of Imports: What That Says About The State Of Global Trade. For the first time in 20 years, China is no longer the main seller of goods to the US. Derek Burleton, Deputy-Chief Economist at TD, discusses the changing globalization landscape and Canada's ability to compete.

Enter The Dragon: Parsing Lunar New Year Opportunities Among Emerging Markets

As we enter the year of the dragon, Dina Ting assesses the opportunities and risks in China and Taiwan. China and Hong Kong markets had a humbling 2023 with equities down more than 10%. Beijing has begun stepping up tourism and travel promotions. Latin America was an EM bright spot that outperformed the S&P 500 in 2023.

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

Weekly Commentary: Inflationary Biases