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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
EMERGING MARKETS
- In the second half of 2021, we saw that the rise in Covid uncertainty supported ‘safe’ assets such as the US Dollar and weighed on EM equities.
- Consumer discretionary, real estate and health care have been the worst performing sectors in 2021, down 29.4%, 25.1% and 20.5%, respectively.
- Falling consumer confidence, the collapse of China real-estate developer Evergrande and strong ‘reversal’ following Covid19 gains in 2020 were among the major factors behind the three sectors’ poor performance last year.
- Telecom and Energy sectors were the two best performing sectors (up 19.5% and 16.7%, respectively). The strong recovery in oil prices and social distancing measures were the two major drivers behind the sectors’ outperformance in 2021
- Last month, EM equities (MSCI) were up 1.6%, with health care and consumer discretionary down 6% and 4.7%, while Utilities and IT were the top performing sectors (up 6.3% and 6.1%, respectively).
Source: Bloomberg/MNI
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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