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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
- Broad USD strength in September has been weighing on EM risky assets, with EM equities down 4.25%.
- Worst performers were consumer discretionary and materials equities, down 8.7% and 7.1%, respectively.
- Real estate sector was down slightly (-1%) last month as concerns over Evergrande contagion risk has eased in recent days.
- However, the real estate sector is still down 13% in the past year, the second worst performer after consumer discretionary (-17.2%).
- Energy sector was the best performer last month as momentum on oil and refined products continues to rise.
- We previously saw that investors have historically looked at oil and nat gas as their 'favorite inflation hedge' among the major commodities.
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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