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

EPI: A Standout 'All-Cap' India Play

India has been among the best-performing equity markets over the last year. WisdomTree India Earnings Fund ETF (EPI) is a great vehicle to capture India's equity upside. EPI has a balanced mix of large- and small-cap stocks in its portfolio. The fund has been heavily levered to India's upcoming elections.

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.

Broaden Your Investment Horizons

It may be time to look beyond the U.S. For equity market performance. Looser monetary and fiscal policy could add momentum to what already appears to be a global cyclical recovery. Europe could cut its interest rates sooner than the United States. Europe's manufacturing activity could get a boost from stimulus.

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

Weekly Commentary: Global Ring Of Fire

Money Market Fund Assets surged $70.5 billion last week to a record $6.111 TN. Milton Friedman: The Great Depression was the height of the boom and the depth of the depression. Doug Noland says we are in the "terminal phase of history's greatest boom and bust.

Global Equity Valuations: Pockets Of Opportunity

Looking Under The Hood Of Recent Global Small- And Large-Cap Performance

Home Market Outlook Today's Market Looking Under The Hood Of Recent Global Small- And Large-Cap Performance by Mark Barnes, PhD & Indhu Raghavan, CFA. The relative performances of large-cap equities to small-caps in developed and emerging regions have diverged. Since early-2021, developed large-caps have outperformed their small-cap counterparts. In the emerging region, large- Caps steeply underperformed small- Caps.

Emerging Market Insights: Seeds Of Optimism

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

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

Weekly Commentary: That's Our Story.

Home Market Outlook Today's Market Weekly Commentary: That's Our Story. Doug Noland says Powell's dovish mindset was limited to the inflation backdrop. He says markets are convinced the Fed will respond hastily to fledgling risks. Powell says the Fed is not concerned about second round inflation effects.

Dynamics Down Under: Deciphering APAC's Economic Landscape

Home Market Outlook Economy Analysis Dynamics Down Under: Deciphering APAC's Economic Landscape. The Asia-Pacific region stands at a pivotal juncture. Wei Li, Global Chief Investment Strategist for BlackRock joined Oscar Pulido to discuss the intricacies of high inflation in the region.

Inevitable In India: Crowds, Cricket And Capital Gains Tax

India For The Long Run

India registering one of the highest growths of any major economy with a stellar 8.4% surge in the last quarter of 2023. India is the fifth-largest economy in the world and is set to surpass Japan and Germany to become the third-largest by 2027. India's stock market has witnessed one of best spells of outperformance over the broad emerging markets.

India: Full Speed Ahead

India managed to grow 7.7% in 2023, beating all other major economies. Strong growth should continue in 2024, says ING. Infrastructure spending is creating a virtuous circle. India is likely to remain one of the few bright spots in the global economy. The country will be included in the JPMorgan Global bond index in June.

Invesco India ETF declares quarterly distribution of $0.4272

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

Global PMI Signals Faster Economic Growth Amid Steady Price Gains

Weekly Commentary: Failed

Doug Noland says Japan's economic woes can be traced back to the nation's spectacular asset Bubble. He says the greatest crises unfold in a low rate environment with consumer price inflation. He argues that asset inflation is the most destructive form of inflation. Japan's central bank meets next week to discuss the economy.