Page 6 - Beyond Basic Beta News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Like many stocks, Meta Platforms had a rough 2022, but now is the top contributor YTD in the Morningstar Wide Moat Focus Index.

U.S. growth headwinds might be strong, but EMs’ trade exposure to the U.S. varies a lot, and many EMs can benefit from China’s stronger rebound.

Persistent inflation, fiscally responsible resource company management and anticipated company capital returns continue to provide investment opportunities in the resource equity sector.

EM rate hikes paved the way for disinflation and provided fundamental support for EM bonds. But how bad is collateral damage in the form of weaker growth?

Various EM central banks keep their eyes firmly on inflation, expectations, and factors that influence them (including fiscal). DM central banks’ motivations are still being questioned by the market.