Search Results for: asia

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

Asia Pacific Economic Data Leads the U.S. Economy This chart suggests that Asia Pacific economic data leads the U.S. economy since the Great Financial Crisis. U.S. economic data becomes laggard. Image: Arbor Research & Trading LLC

China HY vs. IG and U.S. HY vs IG Total Return Relative Should credit investors look to Asia in 2022? Image: BofA Global Investment Strategy