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Global Equities Off To Rough Start In 2022, But There Are Exceptions

Published 01/20/2022, 05:20 PM
Updated 07/09/2023, 06:31 AM
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Stock markets around the world have collectively tumbled so far this year. Still, Latin America and Africa shares are notable exceptions, based on a set of ETFs tracking the major equity regions through yesterday’s close (Jan. 19).

Selling has swept much of the world’s equities year to date, but iShares Latin America 40 ETF (NYSE:ILF) is an upside outlier. After a weak start in the new year, the fund has rallied and is now up 6.7% in 2022.

ILF Daily Chart

What’s buoying shares in Brazil, Mexico, and Chile (ILF’s top-three-country holdings)? Mike Zaccardi at TopDown Charts points to unusually low valuations as a catalyst:

“The region’s PE10 [price vs. 10-year average earnings] is close to historic lows, suggesting the niche is a potential source of emerging value,”

Another factor to consider: ILF’s top-company holdings are led by materials and energy firms – sectors that are enjoying strength in several markets recently thanks to rising commodities prices.

ILF’s revival so far this year contrasts with a strong downtrend for the ETF in the second half of last year. But the relatively weak performance has been attracting attention as a possible mean-reversion candidate. A week ago, for example, I noted at The ETF Portfolio Strategist that ILF’s slide may have gone too far, so the fund appears ripe for a bounce.

Another upside outlier on a regional basis this year: VanEck Africa Index ETF (NYSE:AFK), which is up 3.6%. The top-three country holdings: South Africa, Nigeria, and Kenya, account for nearly 60% of the portfolio.

Elsewhere in the world, selling has dominated. A global benchmark of shares is in the red by 3.5% so far in 2022, based on Vanguard Total World Stock Index Fund ETF Shares (NYSE:VT). US stocks are faring even worse: SPDR S&P 500 (NYSE:SPY) has shed nearly 5%.

World Regional Equity Markets YTD

Looking at the ETFs in the chart above through a momentum lens suggests that the current downside bias may be nearing an end, based on a set of moving averages (see chart below). Unless the global economy sinks into recession in the near future, there’s a case for thinking that the current slide in global equities is a technical correction rather than the start of a secular bear market. However, all bets are off if the incoming economic data is weaker than expected.

VT Wealth Index vs. Percentage Of Regional Equity Funds

Based on recent data, however, the global economy continued expanding at a moderate pace through December, based on the JP Morgan Global Composite PMI, a proxy for world GDP.

Global Output Index 10-Year Chart

Olya Borichevska, global economist at J.P. Morgan says:

“We are seeing a loss of momentum in global growth concentrated in the services sector based on the December PMIs. While manufacturing has been boosted by supply chain bottlenecks starting to moderate, services have felt the greater brunt of rising COVID cases, hurting consumer services providers in particular. The underlying dynamics of the survey still remain broadly solid.”

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