| --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | | A joint meeting of the Federal Open Market Committee and the Board of Governors of the Federal Reserve System was held in the offices of the Board of Governors | Jose Acosta, Senior System Administrator II, Division of Inf ...

Embargoed until 1030 IST (0500 UTC) 2 April 2024 Near-record increase in input stocks | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | Comment | | Ines Lam, Economist at HSBC, said: | | "India's March manufacturing PMI rose to its highest level since 2008. Manufacturing ...

To Answer the Question of Why I Invest in China I invest in China because... ...I can't diversify as well as I'd like to without investing in China. For example, China and the US are the only dominant powers in the most important industries and how these two nations are with each other will shape the world. ...I have invested throughout many cycles in many countries and learned the adage "the time to buy is when there is blood in the streets." In other words, the time to buy is when everyone hates the marke ...

In our view, prudent stock selection and portfolio positioning remain critical as investors navigate the push-and-pull effects of lower interest rates. Despite impending rate cuts, interest rates are unlikely to return to the near-zero level during the COVID-19 pandemic. As such, companies with weak balance sheets should not be expected to see improved financial health and sustained earnings growth just on rate cuts alone. Rate cuts may particularly drag on the profitability and shareholder return of the fi ...

Emerging Markets Insights Exhibit 1: Emerging Market Country Performance As of March 31, 2024 One-month performance 12-month performance India Taiwan South Korea Brazil Thailand China South Africa Egypt Mexico Qatar Colombia Chile Poland Saudi Arabia Peru Indonesia Turkey Greece Philippines Czech Republic United Arab Emirates Malaysia Hungary Kuwait -30% -20% -10% 0% 10% 20% 30% 40% 50% 60% 70% -40% -30% -20% -10% 0% 10% 20% Sources: FactSet, MSCI. Note: Bubbles size reflect relative market capitalization, ...

News Release Production dips for first time in three months Strongest optimism since September 2022 Embargoed until 0730 ICT (0030 UTC) 1 April 2024 Key findings Subdued demand leads to falls in output and new orders Source: S&P Global PMI. After recording marginal improvements in the opening two months of the year, business conditions in the Vietnamese manufacturing sector were broadly unchanged in March. Output and new orders both ticked lower, while a subdued demand environment led to a slower rise in in ...

In China: The 100-Year Storm on the Horizon and How the Five Big Forces Are Playing Out A few years ago, President Xi Jinping started warning that a 100-year big storm is coming. As is typical of the early days of a hurricane, one can now feel it. The circumstances and the mood in China have indisputably changed to become more threatening. These changes are mostly due to big cycle forces. How the Big Cycle in China Transpired to Create the Conditions from the Beginning of the PRC Through the Current Conditi ...

BLKInsights app @blackrock The Bid podcast FOR PUBLIC DISTRIBUTION IN THE U.S., CANADA, LATIN AMERICA, HONG KONG, SINGAPORE AND AUSTRALIA. FOR INSTITUTIONAL, PROFESSIONAL, QUALIFIED INVESTORS AND QUALIFIED CLIENTS IN OTHER PERMITTED COUNTRIES. 20 BIIH0324E/M-3454775-20/21 BlackRock Investment Institute The BlackRock Investment Institute (BII) leverages the firm's expertise to provide insights on the global economy, markets, geopolitics and long-term asset allocation – all to help our clients and portfolio m ...

• As the global monetary policy cycle rolls over and many developed economies brace for slower growth prospects in 2024, Japan stands out as a country which has not yet embarked on an interest-rate hiking cycle, and where economic growth is expected to be relatively resilient. A transformative period in Japan Shifting dynamics and the impact on the yen • These dynamics, in our view, have favorable implications for the Japanese yen, which remains undervalued by historical standards. Both cyclical and structu ...

2. Are Prices Discounting Unsustainable Conditions? This measure calculates the earnings growth rate that is required to produce equity returns in excess of bond returns. This is derived by looking at individual securities and adding up their readings. Currently, this indicator is just around the 67th percentile for the aggregate market—more elevated than some of our other readings. The earnings growth discounted in stocks is still a bit high. 35% 30% 25% 20% 15% 10% 5% 0% Mag-7 is discounting very high ear ...