BlackRock has launched a new fixed income ETF in Europe providing exposure to US dollar-denominated corporate bonds from issuers domiciled in the Asia ex-Japan region. The fund becomes the cheapest ETF in Europe to target USD investment-grade corporate bonds from issuers in the Asia ex-Japan region.
Domestic small-cap equities are handily beating large-cap benchmarks this year, but that phenomenon isn’t limited to U.S. borders. Removing some home country bias can help investors unearth opportunities with international small-caps, including those in emerging markets.
Investors in the U.S. are familiar with the term “unicorn.” It’s applied to startup companies valued at $1 billion or more. Usually, these firms hail from high-octane sectors and industries, such as technology, consumer internet, fintech, and the like.
Getting emerging markets (EM) exposure comes with its own nuances like geopolitical risk, making it a tricky space to navigate for novice and experienced investors alike. Geopolitical risk in the current market environment includes the impact of technology on EM countries, such as cyberattacks that could cripple a country’s network, and a potential resurgence of COVID -19 cases.
In the U.S., many investors know about the importance of the consumer. It’s said that consumer spending drives two-thirds of the GDP in the world’s largest economy. As such, consumer discretionary stocks account for nearly 13% of the S&P 500.
As in life, few things in the financial markets are certain. One reliable relationship that investors and economists have relied upon on when times get tough is the habitual willingness of Chinese policymakers to support growth in their economy through any means necessary.
Legal & General Investment Management (LGIM) has launched Europe’s first ETF offering dedicated exposure to rupee-denominated Indian sovereign bonds. James Crossley, Head of UK Retail Sales at LGIM. The L&G India INR Government Bond UCITS ETF has been listed on London Stock Exchange in US dollars (Ticker: TIGR LN ) and pound sterling ( TIGG LN ), and on Deutsche Börse Xetra ( TIGR GY ) and Borsa Italiana ( TIGR IM ) in euros.
There are important fundamental changes taking place in emerging and frontier markets beyond China as these populations are leapfrogging traditional consumption in favor of online services and shopping via smartphones. Investors can also capitalize on these shifts through a targeted exchange traded fund strategy.
China country-specific exchange traded funds are beginning to pick up momentum as some argue that the worst is behind the emerging market
Indian equities are among the best emerging markets performers this year. While the MSCI India Index is up an impressive 25%, some exchange traded funds are doing even better. For example, the VanEck Vectors India Growth Leaders ETF ( GLIN ) is higher by 35% — a strong indication that tilting toward Indian growth stocks is a winning strategy.
Whether we are discovering the latest sports news on Twitter, posting about our weekends on Instagram, or purchasing a Halloween costume using one-day delivery on Amazon, our dependence on technology is clear. The explosion of smart devices, which allows us to manage almost everything using just a smartphone and a reliable internet connection, has been a part of our lives in the United States and other developed countries for more than a decade now, with new mobile apps launching on an almost daily basis.
By Dawn Global Management Southeast Asia is forecast by the IMF to be the fastest growing economic region globally between 2021 and 2026 with forecasted growth over 8% annually in USD, amidst the backdrop of a uniquely young, educated, and digitally enabled demographic and a burgeoning middle class population.
Plenty of countries around the world are catching up to the U.S. in terms of coronavirus vaccination rates, and it’s common for market observers to view that as a potential catalyst for economic and equity market upside. This is a thesis that some are applying to India, which is already home to one of the best-performing equity markets in the world this year.
Nikko Asset Management’s Wai Hoong Leong, portfolio manager for the KraneShares Asia Pacific High Yield Bond ETF (KHYB) , recently held a webinar with Brendan Ahern, CIO of KraneShares, on their analysis of the Evergrande default and what it means going forward.
