CEIC Data

Join us for this ISI H2 2024 Economic Outlook event with influential leaders from across the financial service and business industry. Gain insight on the global and regional economic developments, the H2 2024 economic outlook. Register now to reserve your spot: https://lnkd.in/dtVkGwS6 #ISIeconomicoutlook #CEIC #EMIS

Colombia’s peso is under pressure again. Like previous episodes of currency weakness, we can correlate this trend with outflows from local bond and equity funds. Using data from our partners at EPFR, our chart shows how peak fund inflows at the start of 2021 coincided with strength for the peso. Late 2022, meanwhile, saw a record low for the peso and a trough for fund flows. The Fed’s rate hikes were pulling money from emerging markets to the US. But there were domestic factors at play, with a new left-leaning government prompting concern about Colombia’s public finances and the future of its oil industry. President Petro’s policies are likely having an effect this time, as well; a new law will reduce the funds going to private pensions. The EPFR datasets available on CEIC cover more than 151,000 traditional and alternative fund share classes accounting for more than $52 trillion in total assets – delivering a complete picture of institutional and retail investor flows and fund manager allocations. 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗰𝗵𝗮𝗿𝘁 ➡️https://hubs.la/Q02Gn-Fh0 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗖𝗘𝗜𝗖’𝘀 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝗮𝗹 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀? ➡️ https://hubs.la/Q02GpcBS0 #Colombia #Fundflows

Our webinar: Navigating Global Markets: Insights into Türkiye's FDI Landscape and Emerging Trends is now available on demand. Get exclusive insights on understanding this pivotal nation’s macroeconomic dynamics and sectoral trends is paramount for investors seeking to unlock its potential. Watch the full recording of the enlightening discussion with Radina Koleva, Senior Economist at ISI Emerging Markets Group, and Kaan Masatci, Project Manager at Turkish Investment Office empowered by cutting-edge CEIC Data analytics to uncover the potential that Türkiye holds. Watch the webinar on demand: https://hubs.la/Q02GVvWj0 #Turkiye #FDI

Air quality is slowly improving in some parts of Southeast Asia, but serious problems remain in certain cities – especially Jakarta. Our chart breaks down concentrations of ozone, nitrogen dioxide, particulate matter 2.5 (PM2.5) and particulate matter 10 (PM10), which all pose separate health risks. Jakarta’s ozone levels are cyclical; the other pollutants – associated with coal-fired power plants and forest fires, among other factors – are far above the recommended guidelines from the World Health Organization. CEIC obtains this data from Copernicus, which tracks climate and atmospheric data around the world. 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗰𝗵𝗮𝗿𝘁 ➡️https://hubs.la/Q02Gn_-k0 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗖𝗘𝗜𝗖’𝘀 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝗮𝗹 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀? ➡️ https://hubs.la/Q02GnSC00 #Indonesia #ESG

The UK and France recently held surprisingly early elections. In both cases, voters returned a historic result. Tracking the FTSE 100 and CAC 40, we can see how equities reacted. Markets remain particularly unsettled in France amid left-wing leader Jean-Luc Melenchon’s spending promises and uncertainty about how the various parties will be able to form a stable majority. The steepest decline came a month ago when President Emmanuel Macron unexpectedly called the vote; French stocks are basically flat for 2024, compared with a 6% gain for the British benchmark. 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗰𝗵𝗮𝗿𝘁 ➡️https://hubs.la/Q02Gp60R0 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗖𝗘𝗜𝗖’𝘀 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝗮𝗹 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀? ➡️ https://hubs.la/Q02GnSBV0 #france #equities

The UK and France recently held surprisingly early elections. In both cases, voters returned a historic result. Tracking the FTSE 100 and CAC 40, we can see how equities reacted. Markets remain particularly unsettled in France amid left-wing leader Jean-Luc Melenchon’s spending promises and uncertainty about how the various parties will be able to form a stable majority. The steepest decline came a month ago when President Emmanuel Macron unexpectedly called the vote; French stocks are basically flat for 2024, compared with a 6% gain for the British benchmark. 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗰𝗵𝗮𝗿𝘁 ➡️https://hubs.la/Q02Gp60R0 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗖𝗘𝗜𝗖’𝘀 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝗮𝗹 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀? ➡️ https://hubs.la/Q02GnSBV0 #france #equities

We begin by observing the market reaction to historic elections in the UK and France. Turning to Colombia, we again tap the power of data from our partners at EPFR to consider the relationship between weak fund inflows and a depreciating currency. In Japan, we nowcast another month of export strength; for India, we examine prospects for the garment industry given the success of apparel manufacturing in Bangladesh and Vietnam. Finally, we visualize the poor air quality in Indonesia’s capital, breaking down atmospheric data on sources of pollution.

𝐉𝐨𝐢𝐧 𝐮𝐬 𝐟𝐨𝐫 "𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐆𝐥𝐨𝐛𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬: 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐢𝐧𝐭𝐨 𝐓ü𝐫𝐤𝐢𝐲𝐞'𝐬 𝐅𝐃𝐈 𝐋𝐚𝐧𝐝𝐬𝐜𝐚𝐩𝐞 𝐚𝐧𝐝 𝐄𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐓𝐫𝐞𝐧𝐝𝐬" 𝐨𝐧 𝟏𝟔𝐭𝐡 𝐉𝐮𝐥𝐲 𝟐𝟎𝟐𝟒 𝐚𝐭 𝟒𝐩𝐦 𝐒𝐆𝐓 (𝟏𝟏𝐚𝐦 𝐄𝐄𝐒𝐓). Listen in as we delve into a comprehensive overview of Türkiye's macroeconomic outlook, dissect the nuances of foreign direct investment (FDI) within the region, spotlight key sectors ripe with opportunities, and explore the predictive power of alternative data in shaping strategic decisions. Join Radina Koleva, CEIC Data's senior economist, and Kaan Masatci, Ph.D., of the Turkish Investment Office to uncover the potential that Türkiye holds. Don't miss out on this opportunity to gain valuable insights. Register now to secure your spot: https://hubs.la/Q02Gpkn20 #Turkey #FDI

𝐖𝐞'𝐯𝐞 𝐚𝐝𝐝𝐞𝐝 𝐚 𝐧𝐞𝐰 𝐬𝐮𝐫𝐯𝐞𝐲 𝐨𝐟 𝐔𝐒 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐬𝐞𝐧𝐭𝐢𝐦𝐞𝐧𝐭 𝐭𝐨 𝐭𝐡𝐞 𝐂𝐄𝐈𝐂 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦. 𝐈𝐭'𝐬 𝐬𝐡𝐨𝐰𝐢𝐧𝐠 𝐭𝐡𝐚𝐭 𝐞𝐯𝐞𝐧 𝐚𝐬 𝐭𝐡𝐞 𝐭𝐞𝐜𝐡-𝐝𝐫𝐢𝐯𝐞𝐧 𝐛𝐮𝐥𝐥 𝐫𝐮𝐧 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬, 𝐫𝐢𝐬𝐤 𝐦𝐚𝐧𝐚𝐠𝐞𝐫𝐬 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞 𝐭𝐨 𝐬𝐭𝐚𝐲 𝐢𝐧𝐯𝐞𝐬𝐭𝐞𝐝 𝐢𝐧 𝐬𝐭𝐨𝐜𝐤𝐬. The NAAIM polls its members to produce the Exposure Index, which reflects the proportion of portfolios allocated to stocks. The Exposure Index stood at 85.44 for the week of June 26, little changed from the previous week. (A reading of 100 means a portfolio is fully invested in equities.) Over the longer term, higher values are associated with market peaks; lower values are correlated with bottoms. 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗰𝗵𝗮𝗿𝘁 ➡️https://hubs.la/Q02FtWLH0 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗖𝗘𝗜𝗖’𝘀 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝗮𝗹 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀? ➡️ https://hubs.la/Q02FtN-_0 #equities #surveys

In the rapidly evolving landscape of post-election India, understanding the macroeconomic and demographic shifts, along with structural and policy adjustments, is crucial. Join us for an in-depth webinar utilizing CEIC Data's curated alternative data alongside our powerful analytical tools, to explore some of India's pivotal changes. Register now: https://hubs.la/Q02F-mf40 #India #PostElections #EconomicInsights