ClearBridge American Energy MLP Fund, Inc.

BHP Billiton

Carlisle Companies

WABCO Hlds

Western Gas Partners

Rio Tinto plc Sponsored

Woodside Energy Group Ltd

Allstate

WideOpenWest

Rockwell Collins

iShares MSCI Australia ETF

EWA tracks a market-cap-weighted index of Australian stocks.

iShares MSCI Australia ETF has had a disappointing year, down -2% YTD compared to the positive returns of the Vanguard FTSE Developed Markets ETF. The macro backdrop for Australian equities is uncertain, with GDP growth slowing and household spending declining. The asset quality of Aussie banks will likely worsen on account of a substantial rollover of low-cost fixed rate mortgages over the next two years.

EWA ETF: Wait On The Sidelines

iShares MSCI Denmark ETF

iShares MSCI Germany ETF

iShares MSCI Switzerland ETF

iShares MSCI Netherlands ETF

iShares MSCI Singapore ETF

Johnson & Johnson

Microsoft

Global X MSCI Norway ETF

Technology Select Sector SPDR Fund

In light of Fitch Ratings' downgrade of U.S. credit, investors might be interested in identifying companies and countries that still hold the desirable 'AAA' credit rating.

Looking to Bet On Perfect AAA Credit Ratings? Play These ETFs

iShares MSCI United Kingdom ETF

JPMorgan BetaBuilders Canada ETF

iShares MSCI Canada ETF

iShares MSCI United Kingdom Small Cap ETF

First Trust United Kingdom AlphaDEX Fund

Franklin FTSE Australia ETF

Franklin FTSE Canada ETF

Franklin FTSE United Kingdom ETF

iShares Currency Hedged MSCI Canada ETF

iShares Currency Hedged MSCI United Kingdom ETF

Australia and Canada are experiencing a surge in population growth, while growth rates have slowed substantially in the UK due to post-Brexit frictions. The robust population growth is allowing Australia and Canada to generate stronger jobs gains without causing a tighter labor markets and strong wage growth.

The Economics Of Immigration: The U.K. Vs. Australia And Canada

Pausing for a second consecutive meeting, today's rate decision is in line with some better inflation data this month and means the Bank can respond to future data events with less fear of overdoing the tightening. The labour data wasn't exactly soft, but it wasn't super-strong either, and the unemployment rate, while still very low, was stable from the previous month.

Reserve Bank of Australia Takes Another Breather

The iShares MSCI Australia ETF offers exposure to Australian stocks with high dividend yields, currently above 6%, making it a suitable addition for income-oriented investors. The Australian economy is heavily based on mining and commodities, with major trading partners in Asia, but this comes with risks such as global recession, economic slowdowns, and geopolitical tensions. The fund also has exposure to Australia's financial and real estate markets, which have been very strong historically.

EWA: Time To Head To Australia For High Yields

Australia, and EWA by extension, had long been a permanent fixture in my portfolio that had served me well. However, as 2023 got underway, I moved into what I thought were greener pastures. I surmised continued geo-political risks in Asia would trickle "down under".

EWA: I Was Wrong - Australia Continues To Be An Effective Diversifier (Rating Upgrade)

The iShares MSCI Australia ETF offers investors a low-cost vehicle to access Australian large and mid-cap equities. In addition to the income appeal, the ETF is poised to benefit from commodities-driven global tailwinds and a more resilient domestic economy in the near term.

iShares MSCI Australia ETF: A Worthy Portfolio Addition

Invesco CurrencyShares Australian Dollar Trust

Australia's economy is showing clear signs of slowing and will drop further in 2023. House price growth appears to be on the cusp of turning negative and provides a rationale for a peak cash rate at the relatively low level of 3.6%.

The Reasons Why Australia's Economy Is Slowing

I used EWA as a relative hedge against U.S. equities this year. Generally, I was okay with the result, as it declined by less than the S&P 500. Despite a reasonable valuation and high dividend yield, I see some macro-risks that make me reluctant to own this exposure in the short-term.

EWA: I'm Giving Up On Australia As We Enter 2023

JPMorgan BetaBuilders Japan ETF

Xtrackers MSCI Japan Hedged Equity ETF

WisdomTree Japan SmallCap Dividend Fund

WisdomTree Japan Hedged Equity Fund

WisdomTree Japan Hedged SmallCap Equity Fund

iShares MSCI Japan ETF

iShares MSCI Japan Value ETF

First Trust Japan AlphaDEX Fund

Franklin FTSE Japan Hedged ETF

Franklin FTSE Japan ETF

Goldman Sachs ActiveBeta Japan Equity ETF

iShares Currency Hedged MSCI Japan ETF

iShares JPX-Nikkei 400 ETF

iShares MSCI Japan Small-Cap ETF

The latest flash PMI data showed that Australia's private sector economy shrank for the first time since the start of the year in October.

Flash PMIs Show Renewed Contraction Of Australian Economy In October, Japan's Service Sector Powers Growth

The release of the Australia flash PMI on the 24th of October will be eagerly awaited after recent PMI survey data, compiled by S&P Global, signalled that inflationary pressures remained a major risk to the health of Australia's private sector economy. Record rates of input cost and output price inflation were recorded by the Australia PMI surveys only very recently, in April and July of this year, respectively.

Australian Economy Under Pressure Amid Strong Inflation, But Signs Of Price Peak Appear

There is a lot of financial exposure, particularly in banking, in the EWA. Some of it is full-service banking, which is somewhat more mixed but ultimately well positioned for volatility. The rest are more traditional financials.

EWA Isn't The Best Way To Play Financials

The iShares ASX 200 Australia ETF (IOZ or EWA) offers a simple and easy way to get broad exposure to the top 200 listed companies in Australia. Valuation looks very attractive on a current P/E of 15.13 and a dividend yield of 5.89%.

2022 Bear Market Bargains Series - iShares Core S&P/ASX 200 ETF

The construction industry has not been so resilient. The ongoing shrinkage has meant that the construction sector in Australia has not meaningfully contributed to Australian GDP growth since 2018.

Deconstructing The Australian Construction Industry

EWA has been beating the S&P 500 since my review in late January. Looking ahead, I continue to see merit to holding positions. The fund has a lot of banking exposure, which is a sector that will benefit from the central bank's decision to increase interest rates.

EWA: Australia Still Looks Investable

The commodity narrative has been very useful for EWA and the Aussie dollar's prospects. Australia is poised to vote in May and the RBA could lift rates by June, something that was not expected until recently.

iShares MSCI Australia ETF: The Good And The Bad

The iShares Australia ASX200 Fund is up 2.6% in 2022 with Australia benefiting from higher commodity prices and re-opening the borders and business after COVID-19. Russia and Ukraine's loss is Australia's gain. A look at what drives the Australian economy.

Australia Offers A Safe Haven For Investors During The Russia-Ukraine War

Stocks This Week: Buy The Australian Stock Market

APAC economies Japan and Australia saw their paths diverge amid mixed COVID-19 Omicron developments. It was also observed that with the COVID-19 wave, the pressure upon prices shifted from input costs to output prices.

APAC Flash PMIs: Diverging Japan And Australia Output Trajectory As Omicron Wave Evolves

iShares MSCI Japan Equal Weighted ETF

iShs Crr Hg JPX Shs

Xtrackers Japan JPX-Nikkei 400 Equity ETF

Japan And Australia Enter Third Economic Downturns As Omicron Wave Hits

Developed, non-US stocks are trading at attractive valuations. This includes Australian equities, although investors should note that while these stocks are cheaper, they are not "cheap."

EWA: Some Reasons To Consider Australia In 2022

ProShares UltraShort Australian Dollar

Invesco CurrencyShares British Pound Sterling Trust

Invesco CurrencyShares Canadian Dollar Trust

Invesco DB US Dollar Index Bearish Fund

WisdomTree Bloomberg US Dollar Bullish Fund

Invesco DB US Dollar Index Bullish Fund

Retail investors trading instruments linked to currency pairs on the exchange in November indicated a positive outlook for the Canadian and Australian dollars, as well as the British pound, against the US dollar. For much of last month, the Federal Reserve stood out from many central banks by maintaining a looser monetary policy than several of its peers, leading investors to favour other currencies over the US dollar in the short term.

U.S. Dollar Loses Favor Among Retail Investors Preferring Tighter Monetary Policy

The Australian RBA's mixed messaging and ambiguous outlook does not reflect well on Australian risk assets. The Australian dollar looks vulnerable.

iShares MSCI Australia ETF: The Conditions Aren't Quite Right

WisdomTree India Earnings Fund

Franklin FTSE India ETF

First Trust Chindia ETF

Columbia India Consumer ETF

iShares MSCI India ETF

Nifty India Financials ETF

iShares India 50 ETF

WisdomTree India ex-State-Owned Enterprises Fund

First Trust India NIFTY 50 Equal Weight ETF

Invesco India ETF

iShares MSCI India Small Cap ETF

Australia has been in the news lately over its aggressive response to the pandemic. But the bigger Down Under story might end up being interest rates. With inflation soaring, however, it became harder to manage the country's increasingly unruly yield curve, and finally, the RBA just gave up and let the market decide how expensive short-term money should be.

Spiking Australian Interest Rates Are A Glimpse Of The Global Future

Australian equities are likely undervalued, in spite of near-term recessionary pressures and a falling Australian dollar. The Australian dollar is actually probably undervalued, although near-term downside pressures / risks are present.

News for iShares MSCI Australia ETF ETF (EWA)