EWM: Strong Growth And Notable Discount To Emerging Asia (Rating Downgrade)

The iShares MSCI Malaysia ETF (EWM) remains a solid long-term exposure to Malaysia, but is downgraded to Hold after a strong rally. Malaysia's economy is resilient, with upgraded 2025 growth projections and contained inflation, supporting a positive outlook versus regional peers. EWM trades at a discount to larger emerging markets, offering value, but faces Q4 headwinds and heavy financials exposure.

Seeking Alpha • Oct 27, 2025

Best And Worst Country ETFs Since Trump 2.0

It has been 225 days since President Trump's Inauguration on January 20th, and the S&P 500 entered today up 8% since the last close before the Inauguration. Speaking of the G7, the US has been the worst market among these seven developed nations since Inauguration Day in January. Along with being the second-best performing country ETF since Inauguration Day, Vietnamhas easily been the best performer since April 8th with a gain of 77.5%.

Seeking Alpha • Sep 2, 2025

EWM: For Malaysia, It's Break The Middle Income Trap Or Bust

Malaysia faces a real risk of a middle-income trap due to stagnant wages, brain drain, and over-reliance on depleting oil revenues. Despite attractive valuations and a diversified economy, structural challenges and weak wage growth limit upside for the iShares MSCI Malaysia ETF. Financials dominate EWM's portfolio, offering stability, but sector concentration and a weak ringgit highlight broader economic vulnerabilities.

Seeking Alpha • Aug 29, 2025

EWM: Road To Recovery

EWM which focuses on 30 stocks from Malaysia is up by only low single-digits this year, and underperforming emerging markets and global markets quite significantly. We now feel EWM could witness better prospects ahead. Malaysia's macro outlook is stabilizing, with improved GDP growth, supportive government policies, and central bank rate cuts boosting domestic demand.

Seeking Alpha • Aug 13, 2025

EWM: Uninspiring Long-Term Outlook For This Malaysian ETF

iShares MSCI Malaysia ETF offers investors exposure to some of the largest firms trading on Malaysia's stock market. Almost 60% of its holdings are established banks and utilities, with zero technology firms, lessening the possibility of significant outperformance. The ETF is hardly cheap based on a price-to-earnings ratio of 15x, particularly by emerging market standards.

Seeking Alpha • Apr 22, 2025

EWM: Great Opportunity But Low Diversification

Investing in Malaysia via the iShares MSCI Malaysia ETF (EWM) offers potential but carries significant risks due to its 45% exposure to the financial sector. Malaysia's economy is stable with low credit default swap premiums, a non-inverted yield curve, 4.4% GDP growth, low unemployment, and controlled inflation. Political stability and favorable policies, including investments in green energy and fiscal responsibility, support a positive outlook for EWM.

Seeking Alpha • Apr 20, 2025

Country ETF Dividends

Topping the list and outperforming in that span have been emerging market countries like Brazil and India, which are both up well over 6.5%. International ETFs don't only have momentum on their side, but they also offer higher yields than the US at the current moment. Across all 22 ETFs, the average yield stands at 3.25%.

Seeking Alpha • Mar 27, 2025

THD: Don't Chase The Thailand Dip

THD: Don't Chase The Thailand Dip

Seeking Alpha • Mar 3, 2025

EWM: Malaysia Is Sheltered From Broader EM Risks

ASEAN economies are expected to maintain steady growth despite global macro headwinds, with Malaysia poised to benefit from higher commodity prices and geopolitical shifts. Historical trends show ASEAN countries gained from a China-centric trade war, with companies seeking lower-cost manufacturing sites shielded from tariffs. Malaysia's economic outlook is positive, benefiting from higher commodity prices and potential geopolitical advantages if tariffs continue to target China.

Seeking Alpha • Jan 26, 2025

My Top 10 Stock Picks for 2025

Each year, we ask an expert to pick 10 stocks that have the potential to beat the market over the next 12 months. Here are his choices for 2025.

Kiplinger • Dec 27, 2024