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摩根大通:新兴市场股票 ETF 流量每日净申购_主要新兴市场股票 ETF 赎回 – 2024 年 10 月 9 日
2024-10-14 14:30

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies within it [3]. Core Insights - The report highlights a trend of net redemptions in Emerging Market (EM) Equity ETFs, with total EM experiencing net redemptions of US$1 million on October 9, 2024. Notably, Mexico and India saw significant redemptions of US$17 million and US$46 million, respectively, while China experienced strong subscriptions amounting to US$216 million [1][2]. Summary by Sections Total EM Flows - Total EM recorded net redemptions of US$1 million on October 9, 2024, following a series of fluctuating flows over the previous days [1]. - Year-to-date (YTD) flows for Total EM stand at US$7.31 billion, indicating a significant increase compared to the previous year [2]. Regional Performance - EM Broad also faced net redemptions of US$1 million on the same date, with a YTD performance of -US$124 million [2]. - In contrast, China showed a robust performance with net subscriptions of US$216 million, contributing to a YTD total of US$855 million [2]. Country-Specific Flows - Mexico and India reported substantial net redemptions of US$17 million and US$46 million, respectively, indicating potential concerns in these markets [1][2]. - Brazil and South Africa had mixed results, with Brazil showing a slight subscription of US$2.5 million on October 8, 2024, while South Africa remained stable with no significant changes [2].