John Rutledge picked iShares Pacific ex-Japan (NYSEARCA:EPP) on Bulls and Bears, writes Roger Nusbaum (wish list). Apparently he likes Australia, Singapore and Hong Kong. I'm on board with the idea, as you know, but more so with Australia.
Dr. Rutledge mentioned being able to capture these three markets with the product. EPP does correlate to Australia. If you look at the chart here you can decide for yourself whether you think it correlates to Singapore or Hong Kong. Hong Kong used to have a higher correlation than it does now.
I have nothing negative to say about EPP but I'm not sure Singapore is being captured that much as only 10% of EPP is in Singapore.
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