SCHE

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

Emerging Markets - A Changed Asset Class?

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

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.

If Korea's Stock Market Follows Japan, Many Emerging Markets Funds Won't Have It

Jeff Weniger: If Korea's Stock Market Follows Japan, Many Emerging Markets Funds Won't Have It. The "Korea Discount" refers to the low valuations placed on South Korea's stocks relative to those in other countries. Korea's officials aim to narrow this discount through corporate governance reform. The Chaebol system in Korea may be reformed through the "Corporate Value-Up Program"

Weekly Report: what happened at SCHE 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.

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.