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Single Nation ETFs May Rebound in 2023

04:37pm, Wednesday, 21'st Dec 2022
Investors have had a lot of volatility to face when looking to their international equities slice this year, from Russia's invasion of Ukraine and global energy costs to China's “Zero COVID” polic
Semiconductor ETFs haven't exactly had a year to write home about. They picked up a big boost this week, however, with news that Warren Buffet's Berkshire Hathaway purchased a $4.
It appears to us that there is less potential for support for the country's embattled housing sector in the near term. While there had already been restrictions on the export of high-end chips to Chin

China Still Investible--If You Know Where To Look

08:24am, Saturday, 29'th Oct 2022
Our main takeaway from China's 20th Party Congress is the emphasis on security, implying further self-sufficiency—and potential investment opportunity—in the food, energy and technology sectors. A

What To Expect From China's 20th Party Congress

09:30am, Tuesday, 04'th Oct 2022
The basic power division in China is between the Party and the state apparatus. The most interesting personnel changes will be those affecting members of the Politburo Standing Committee.

Asian Exports Are Softening

11:46am, Thursday, 01'st Sep 2022
Non-China Asian exports are still growing, but the pace of increase has slowed and will slow still further as key export destinations struggle with inflation, energy security, and rising recession ris

The Challenges Ahead For China's Economy

10:00am, Monday, 29'th Aug 2022
Chinese economy may do modestly better in the second half of 2022. Longer term, the primary headwind for the Chinese economy lies in demographic patterns.

Bolstering Building Blocks And Silicon Shields

02:25am, Saturday, 13'th Aug 2022
Despite the United States' passage of the Chips and Science Act to bolster competitiveness, US chipmakers still face a long road ahead in their aim to overtake rivals in Asia. Shipping activity passin
China's economy has struggled, but may be turning a corner. Why investors may want to consider Chinese stocks in their long game.
China's zero-COVID policy has cratered the economy, severely hampering mobility and discouraging consumer spending on services. In addition, it has extended economic uncertainty for businesses and cau
China's nominal GDP reached $17.5 trillion in 2021, a growth rate of 8.1%. We expect a slower GDP growth rate in 2022 due to very tight Covid measures in Q2 of this year.

Taiwan's Economic Outlook For H2 2022

01:37pm, Tuesday, 28'th Jun 2022
Taiwan's economy grew 6.57% in 2021, thanks to strong global demand for electronic products that benefited the country's semiconductor industry. The country is facing is a high consumer price level as

China Growth: Brighter Prospects?

01:45pm, Wednesday, 01'st Jun 2022
The latest batch of official PMI data gave a nice boost to Chinese equities and also commodities. While China's supply-side stimulus allows to “mobilize” the official sector fairly quickly, it doe

The Chinese Slowdown: Much More Than Covid

01:45pm, Saturday, 07'th May 2022
The most recent macroeconomic figures show that the Chinese slowdown is much more severe than expected and not only attributable to the Covid-19 lockdowns. It is easy to use the Covid-19 lockdowns as

7 Best Country ETFs to Buy for 2022

03:48pm, Friday, 07'th Jan 2022
If you're thinking about some of the best country-specific ETFs to buy for 2022, here are seven that ought to deliver for investors. The post 7 Best Country ETFs to Buy for 2022 appeared first on Inve
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