Market Performance - Southeast Asia ETF rose by 2.93% over the two-week period from January 3, 2026, to January 16, 2026, outperforming China, the UK, the US, and India, but underperforming Japan, Latin America, and Africa[2] - The Southeast Asia Technology ETF increased by 1.51%, lagging behind the broader Southeast Asia ETF by 1.42 percentage points[2] Country-Specific Performance - iShares MSCI Indonesia ETF increased by 2.18%, underperforming the Southeast Asia ETF by 0.75 percentage points, supported by positive growth forecasts and economic recovery data[3] - iShares MSCI Singapore ETF rose by 1.08%, underperforming by 1.85 percentage points, with strong trading data and optimistic economic outlooks providing support[3] - iShares MSCI Thailand ETF gained 0.67%, underperforming by 2.26 percentage points, influenced by expectations of interest rate cuts and weak economic growth prospects[3] - iShares MSCI Malaysia ETF increased by 3.14%, outperforming by 0.20 percentage points, driven by a decline in unemployment to a multi-year low and targeted government financial support measures[3] - Global X MSCI Vietnam ETF edged up by 0.08%, underperforming by 2.85 percentage points, with stable performance supported by strong trade fundamentals[3] Trading Volume and Liquidity - The trading volume for Global X FTSE Southeast Asia ETF reached 529,000 shares, a week-on-week increase of 87.3%[14] - iShares MSCI Singapore ETF saw a trading volume of 8.583 million shares, up by 49.3% week-on-week[14] - iShares MSCI Indonesia ETF trading volume was 4.445 million shares, increasing by 119.8% week-on-week[14] Economic Indicators - Malaysia's unemployment rate fell to 2.9%, the lowest in 11 years, indicating a resilient job market[22] - Indonesia's GDP growth for Q4 2025 was reported at 5.45%, marking a recovery trend[16]
东南亚指数双周报第16期：持续上扬，马来领涨-20260120
Haitong Securities International·2026-01-20 14:32