Emerging Markets
This is an analysis of the economy of the emerging countries. I found it very informative.
Emerging economies: Dizzy in Boomtown
Perhaps it can help us decide if we want to invest in emerging markets or not. Some of the options are:
- iShares MSCI Emerging Markets Index (EEM) if we want exposure to all emerging markets.
- CLAYMORE CAN BRIC SBI COMMON UN (CBQ.TO) if want to focus on BRIC
- S&P Asia 50 Index Fund (AIA) if we want to focus on Asia
I suggest taking a vote on whether or not we want to consider this. If so we can discuss the options in more details.
posted by Arash @ 11/20/2007 10:27:00 AM
5 Comments:
I like the Asian play, for one (over-simplistic?) reason: Beijing 2008 Olympics. I think it's a safe ride until mid-2008.
AIA seems to be a fairly illiquid ETF, is there another alternative? Fidelity Far East?
There are many ETF's for every region or country (mostly in the US$ though). If we decide to invest it is not difficult to choose one.
where do we start?
Are there any funds for something like Singapore or Malaysia. I know they're not as "emerging" as some markets but I'm trying to find a safe conservative play on China without the dependence that many emerging markets have on debt and finance. I really don't think this credit crisis will be contained to North America.
http://finance.yahoo.com/etf/browser/tv?c=etf_pj&f=0
Here's a bunch of country ETFs in Yahoo! Finance. Without appearing biased, I think Korea may be the safe way to play the region. A more mature emerging market, with good fundy's, Warren Buffet approved, with some large, profitable firms: Hyundai, Samsung, LG, SK Telcom. And just annecdotal stories from family about busy people trying to make some money, not just make ends meet. That tells me there's business opportunities and wealth creation; as opposed to farmers giving stock tips: that's a bubble.
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