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Alan Young » Comments » AAXJ

  • 30 Emerging Market ETFs - Risk vs. Reward [View article]
    This is not at all clear. What time period are you using to compute P/EG? How do you measure "earnings" and cash flow of an ETF--from the earnings/CF of its component stocks? Most ETFs don't compile those figures, so I wonder how you got them. And of course, ETFs don't have "earnings" and "cash flow" separate from their holdings, or at least not in a way that's relevant to their investment thesis, so I don't know what else it could mean. If you compiled all this info by looking up hundreds of individual stocks yourself, that's a terrific contribution; but somehow I doubt that.
    So I'm just confused... please clarify.
    Sep 14 12:41 pm |Rating: +1 0 |Link to Comment
  • How to Invest in Asia with ETFs [View article]
    "Personally, I would have no weighting in Korea or Thailand for reasons I mentioned here: [links]"

    Those articles were fine when they were written, but a lot has happened in the last 6 months-- don't you think it's time to re-evaluate these markets?
    Jul 29 14:44 pm |Rating: 0 0 |Link to Comment
  • How to Invest in Asia with ETFs [View article]
    A fine piece of work! It takes true dedication to cover such a wide subject, and try to compare all the products available on three disparate markets. I appreciate your analysis.

    You did miss a few:
    Indonesia does have another alternative for US investors: the closed-end Indonesia Fund (IF).
    Also in the US, Korea and Taiwan are accessed via iShares EWY and EWT, respectively.
    Jul 28 22:46 pm |Rating: 0 0 |Link to Comment
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