News for Ishares Msci Hong Kong Etf (BEWH39.SA)

Understanding seasonality in financial markets requires recognizing how predictable return patterns can be influenced by investor behavior. One underexplored aspect of this is the impact of front-running—where traders anticipate seasonal trends and act early, shifting returns forward in time. We have already explored seasonality front-running in commodities, stock sectors, and crisis hedge portfolios. Our new research examines whether this phenomenon extends to country ETFs, an asset class where seasonality has been less studied. By applying a front-running strategy to a dataset of country ETFs, we identify opportunities to capitalize on seasonal effects before they fully materialize. Our findings indicate that pre-seasonality drift is strongest in commodities but remains present in country ETFs, offering a potential edge in portfolio construction. Ultimately, our study highlights how front-running seasonality can enhance ETF investing, providing an additional layer of market timing beyond traditional trend-following approaches.

iShares MSCI Hong Kong ETF underperformed global stocks, losing -15% of its value in the past year. AIA Group, top EWH holding, could see some re-rating. Read more here.

iShares MSCI Singapore ETF is heavily weighted in the financial sector, benefiting from high interest rates. See why EWS's profitability could be impacted.

One investment analyst says he's looking for opportunities outside the U.S. stock market. "There are still areas that look good value, but generally, it's outsi...

The EWH ETF holds a portfolio of 31 stocks, with the top five positions making up 47% of the fund. Find more about EWH ETF here.

China’s position in the global economy is undeniably strong.

The efficacy of ETF momentum strategies, while robust until around 2010, began to show signs of waning in subsequent years. This observation raises questions about the sustainability and adaptability of these strategies in varying market cycles. Central to this research is exploring how various factors/parameters—such as the ranking period, the selection quantity of assets, and the liquidity of ETFs—impact the performance of ETF momentum strategies. The aim is to uncover whether these strategies can deliver sustainable alpha in the complex and ever-evolving market landscape of the 2020s.

The travails of the Chinese and Hong Kong markets could end once domestic property markets resurges, says Mark Mobius.

Hong Kong ETFs expose investors to Hong Kong's financial markets and can be a way to diversify portfolios geographically.

2023 was one of the worst years on record for Hong Kong equities. Read why EWH ETF is worth a look as a tactical play into 2024 for contrarians.

Gold is shining again. Why investing in gold-related ETFs is not without risks.

Cambria Global Value ETF offers an interesting view on global value investing. Click here for a detailed analysis of GVAL.