Saturday, January 15, 2022

Developed & Emerging Market Outlook Jan 2022 | Ewpple

 

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Ewpple - Developed & Emerging Market Outlook Jan 2022

Developed Market
  • DM is more competitively priced and geared toward growth.
  • Slightly overweight Japan, due to stimulus, reopening, and strong CAPEX.
  • Europe will perform due to a higher M&A, buyback, and investors' previous underexposure.
  • Autos, energy, and financials sectors will benefit from rising yields.
  • Past 1 year returns for VEA: +9.57%

Emerging Market
  • Neutral on EM.
  • Economic growth continue but will be moderated by manageable challenges like high inflation and tighter financial policy.
  • Bullish on large-cap Asian tech, Indian financials, & Latin American /EMEA digital co.
  • Past 1 year returns for VWO: +0.26%

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