EWM: Financial And Ringgit Exposure Not The Best With Trump
Portfolio Pulse from
The iShares MSCI Malaysia ETF (EWM) faces risks due to concerns about the Ringgit, Trump tariffs, and a weaker Chinese economy. Financials and utilities dominate EWM, with pressures on Ringgit value and net interest margins (NIMs) affecting USD investors. High expense ratios also impact returns.
November 23, 2024 | 7:00 am
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The iShares MSCI Malaysia ETF (EWM) is exposed to risks from Ringgit depreciation, Trump tariffs, and a weaker Chinese economy. These factors, along with high expense ratios, could negatively impact returns for USD investors.
EWM is heavily exposed to the Malaysian Ringgit, which is under pressure due to tariffs and inflation. This affects USD investors as the ETF's returns are denominated in USD. Additionally, high expense ratios reduce net returns, making the ETF less attractive.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100