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Local sentiment and impact on EMs: Striking inferences

Synopsis: Since January, as the US markets started showing cracks because of rate hike expectations from the Fed and many tech stocks faced a reality check, the emerging markets started getting more traction. But then came the Russia-Ukraine war and as oil prices soared and global recession fears started looming on the horizon, did the investor sentiment change? We looked at an eclectic mix of some major EMs including China, India, South Korea, Taiwan, Brazil, Indonesia, and Poland. The recent local market sentiment and performance of major stock market indices for these EMs appear to be closely related. If we were to dig further, China, India, Taiwan, and Brazil are especially exciting with an almost perfect reflection of local sentiment in the market performance of these countries.

The Covid-19 Induced Global Chip Shortage

When Covid-19 hit the world in early 2020, a pall of gloom hung over the global economy and uncertainty ruled the day. The future was pretty much unchartered and countries and companies around the globe started swinging in the dark. The current chip shortage is the result of the unexpected ways in which the global industries’ demand has played out for the chips.

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