ETF Asian Emerging market

ETFs to Watch: Emerging Asia

  • Economies of China, Korea, Taiwan and India are all in growth, especially Taiwan just released stronger than expected Q4 2017 GDP growth at 3.28% y/y, higher than the expected level of 2.5%.
  • It is expected that the growth of the Indian economy will be among the fastest in Asia for the coming year, with the latest economic survey projecting growth of 7 – 7.5% for fiscal year 2018 – 2019.

Source: Bloomberg, Commerzbank

MSCI Emerging Markets Asia Index

Source: MSCI, as of Dec 2017

 

 

 

 

 

 

 

 

Source: MSCI, as of Dec 2017

Related ETFs

Ticker Fund Name TER

(bps)

AUM

(m USD)

ETF

Currency

%YTD
AASU FP Amundi ETF MSCI EM Asia UCITS ETF 20 2,376 USD 7.85
CEMA LN iShares MSCI EM Asia UCITS ETF USD Acc 65 595 USD 7.52
EMAD LN SPDR MSCI EM Asia UCITS ETF 55 419 USD 8.01
XMAD LN db x-trackers MSCI EM ASIA INDEX UCITS ETF 65 1,018 USD 7.32
DEMP LN WisdomTree Emerging Asia Equity Income UCITS ETF 54 14 GBp 3.60
GMF US SPDR S&P Emerging Asia Pacific ETF 49 519 USD 8.49

Source: Bloomberg, Commerzbank, as of 30 Jan 2018. % returns are calculated by Bloomberg in ETF currency.

Market Update

  • US equities closed slightly higher: DJIA touched the negative ground but eventually closed with a rise of 28%, S&P 500 narrowly went up by 0.05%, andNASDAQ also increased by 0.12%.
  • European stock markets forked off in two directions: FTSE 100 and DAX slightly dropped again by 72% and 0.06%, while CAC 40 closed modestly at 0.15%increase.
  • Fed left rates unchanged at 1.25 – 1.5% but the tone was slightly more hawkish. More information on yesterday’s FOMC meeting can be found in the attached Economic Briefing.

 

 

 

Market Backdrop

Prevclose %Δ 1d %Δ MTD %Δ YTD
DJIA 26,149 0.3 5.8 5.8
DAX 13,189 -0.1 2.1 2.1
NKY 23,098 -0.8 1.5 1.5
SHCOMP 3,481 -0.2 5.3 5.3
EUR-USD 1.241 0.1 3.4 3.4
USD-JPY 109.19 0.4 -3.1 -3.1
USD-CNY 6.292 -0.8 -3.4 -3.4
CFETS Index 96.05 -0.1 0.5 0.5
WTI 64.73 0.4 7.1 7.1
Brent 68.89 0.0 3.3 3.3
Gold 1,345 0.5 3.2 3.2
US 2Y* 2.141 1.6 25.8 27.0
US 10Y* 2.705 -1.5 30.0 32.2

Last Updated on February 2, 2018 by Essay Pro