Search Results for: asia

EM ex-Asia vs. EM Asia – Relative Price Performance Should investors continue to favor EM ex-Asia vs. Asia? Image: Topdown Charts

Asia Pacific EPS Growth Forecasts after the Fed Starts Tightening Equity markets in Asia tend to decline in the 12 months following the start of Fed tightening. Image: BofA Global Quantitative Strategy

Equities – MSCI Taiwan / MSCI Asia (Total Return in US$) If China attempts to invade Taiwan, what would it mean for stocks? Image: Gavekal, Macrobond

Equities – MSCI AC Asia Ex Japan Index (Price and EPS) and Asia Pacific Ex Japan (Inflation) Generally, stocks tend to perform well in a moderate inflationary environment. Image: Goldman Sachs Global Investment Research

Asia/U.S. High Yield Bond Spread Asian junk bonds look attractive relative to U.S. junk bonds. Image: Morgan Stanley Wealth Management

MSCI AC Asia Pacific Excluding Japan Index – MXAPJ Performance Before/After Bear Market Through Since 1970 The MSCI AC Asia Pacific Excluding Japan Index is up 66% from the March lows. The rally is much stronger than previous bounces since 1970.

Top 5 Stocks – MSCI Asia ex Japan Index vs. MSCI USA Index The MSCI Asia ex Japan Index is more concentrated in the 5 largest stocks than the MSCI USA Index. Image: Credit Suisse

Regional Share of Global GDP – North America, Europe and Japan vs. Asia ex-Japan Shifting patterns of global growth? This chart suggests that the center of gravity of global growth is shifting toward Asia. Image: BlackRock Investment Institute

Revised Real GDP Growth Forecasts for Asian Economies Goldman Sachs slashed growth forecasts for Asian economies, as the coronavirus impacts economic activity. Image: Goldman Sachs Global Investment Research

Asian Exports There is a glimmer of hope of a recovery in Asian exports. The free fall in Japan, Taiwan and South Korea exports in early 2019 has stopped. Image: Danske Bank