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

TickerFund NameTER

(bps)

AUM

(m USD)

ETF

Currency

%YTD
AASU FPAmundi ETF MSCI EM Asia UCITS ETF202,376USD7.85
CEMA LNiShares MSCI EM Asia UCITS ETF USD Acc65595USD7.52
EMAD LNSPDR MSCI EM Asia UCITS ETF55419USD8.01
XMAD LNdb x-trackers MSCI EM ASIA INDEX UCITS ETF651,018USD7.32
DEMP LNWisdomTree Emerging Asia Equity Income UCITS ETF5414GBp3.60
GMF USSPDR S&P Emerging Asia Pacific ETF49519USD8.49

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
DJIA26,1490.35.85.8
DAX13,189-0.12.12.1
NKY23,098-0.81.51.5
SHCOMP3,481-0.25.35.3
EUR-USD1.2410.13.43.4
USD-JPY109.190.4-3.1-3.1
USD-CNY6.292-0.8-3.4-3.4
CFETS Index96.05-0.10.50.5
WTI64.730.47.17.1
Brent68.890.03.33.3
Gold1,3450.53.23.2
US 2Y*2.1411.625.827.0
US 10Y*2.705-1.530.032.2

Last Updated on February 2, 2018