From Spriha Srivastava: The investment management arm of Goldman Sachs scaled back its “overweight” exposure to emerging market assets Thursday, amid rising trade tensions between the U.S. and China.
From Yumi Teso & Aline Oyamada: (Bloomberg) — Emerging-market equities rose for a fourth week last week as signs of easing trade tensions supported the appetite for riskier assets. Currencies dropped amid a stronger dollar.
Analyst/ETF Trader Paul Weisbruch of Street One Financial brings us his daily fund flows update, which today points out some interesting upside options bets in the world’s largest ETF, amid an otherwise uneventful ETF trading landscape.
Analyst/ETF Trader Paul Weisbruch of Street One Financial brings us his daily fund flows update, which today looks at some major inflows into some popular emerging markets ETFs.
ETF inflows in 2017 could beat those of 2015 and 2016 combined, if current trends last through the second half of this year.
From Franklin Templeton Investments: Despite some uncertainties, economic improvements in developed and emerging markets have supported a positive mood across both equity and fixed income this year.
From Zacks: After many years of underperformance, emerging market stocks are on a stellar ride and outperforming the broad market indices this year.
Paul Weisbruch of Street One Financial brings us his daily fund flows update, which today points out massive inflows to several emerging markets and ex-U.S. funds, and some perhaps surprising bullish options activity involving a major oil equity fund.
Paul Weisbruch of Street One Financial brings us his daily fund flows update, which today looks at some conflicting money flows in a couple of major large cap funds, along with major inflows into a trio of Vanguard ex-U.S. ETFs.
Analyst Paul Weisbruch of Street One Financial brings us his daily fund flows update, which today looks at the continued flight into emerging market ETFs, more interest in high-yield junk bonds, and perhaps surprising outflows from large cap equities.
Analyst Paul Weisbruch of Street One Financial wraps up the trading week with his daily fund flows update, pointing out relentless investor interest in emerging market ETFs, as well as rising bullish sentiment in the beleaguered energy sector.
From Mike Burnick: Last month in Money and Markets, I alerted readers to the fact that emerging markets have been the biggest winners among global stock-market performance in recent years.
From David Fabian: Investors are likely feeling emboldened by the strength of stocks as we close out the final month of 2016. Bullish enthusiasm can be infectious and now the race is on to determine which sectors or regions will be the top-performing areas of the market in 2017.
Someone is buying Emerging Markets based ETFs late in the trading week, as we have seen big inflows in several products in the space representing both equity and fixed income.
From Zacks Research: Emerging markets have been hogging the limelight lately, courtesy of the $5.1 billion worth of cash inflows over the seven-weeks ended August 17. Much of the surge in inflows can be attributed to lackluster prospects in developed economies which are leaving investors with little option but to look for growth elsewhere.