ECH Forum Topics
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- International ETF Update: Single Country ETFs, Latin America, Poland, and China-Taiwan Relations [view article]
- On Country Selection [view article]
- Fundamental Analysis for Emerging Markets [view article]
- Energy Use Per GDP Unit by Country [view article]
- Calendar Year Country Fund Returns: 1997-2007+ [view article]
- What's the Best Way to Capture a Country? [view article]
- Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
- Talk of a Latin American 'Bubble' Gains Steam [view article]
- Investing in Non-U.S. Stock Markets [view article]
- Survey of 6 Country ETFs By Sector Weight [view article]
- Shorting Chilean ETF: Energy Crisis 'Confirmed' [view article]
loading ...Recent ECH Articles
- International ETF Update: Single Country ETFs, Latin America, Poland, and China-Taiwan Relations
- On Country Selection
- Emerging & Developed Markets Country Weights
- Fundamental Analysis for Emerging Markets
- Energy Use Per GDP Unit by Country
- Single Country Emerging Markets ETFs, ETNs and Closed-End Funds
- ETF Update: Metals, Mining, and Steel
- Calendar Year Country Fund Returns: 1997-2007+
- What's the Best Way to Capture a Country?
- Talk of a Latin American 'Bubble' Gains Steam
- Full List of Articles »
International ETF Update: Single Country ETFs, Latin America, Poland, and China-Taiwan Relations [view article]
FXI doesn't fully represent China but only the H share and Red Chip companies. ReplyMontreal
On Country Selection [view article]
Most of these other Countries are often a play on resources or cheap labor. I would read Fry's charts right here on seekingalpha before venturing into another market. No matter how simple the economy might be these are still stocks, and Fry's charts could help. ReplyNusbaum
On Country Selection [view article]
fran, exactly right. ReplyOn Country Selection [view article]
Let me pose a basic question:What countries are stable and POSITIVELY affective by the surging oil and food prices? That is, what countries export BOTH energy and food? Well, Russia doesn't exactly export food, but it makes fertilizers and thus benefits from the ag boom. Reply
On Country Selection [view article]
ANVOR--luck, circumstance and momentum should not be equated to....? Reply
On Country Selection [view article]
What the heck did Roger meant by this?: "One thing to remember here is that in the last few years foreign markets have dramatically outperformed US markets which creates the opportunity for confusing genius with a bull market." ReplyOn Country Selection [view article]
I think both China and Russia are good play. But I am worry we are facing global recession soon. ReplyOn Country Selection [view article]
What about Russia? Replyspeculator
On Country Selection [view article]
China is down 54% over the last year. China is a great investment right now. It is a fast grower and because of the pull back is also a value play. One thing I am sure about is in 10 years China will out perform the US-many times. ReplyFundamental Analysis for Emerging Markets [view article]
Inflation in Spore is 1%?? Check your stats again..it is nearly 6-7%. 0.5-1% is the central bank target. ReplyEnergy Use Per GDP Unit by Country [view article]
Interesting analysis, and worthy of further investigation. Perhaps too simplistic to try and boil it down to ETF/CEF investing strategies. ReplyFundamental Analysis for Emerging Markets [view article]
Don't forget singapore. PE is 14, inflation is a shockingly low 1%, and growth is among the best. It's the new new york. A uniquely independent and mixed center of Asian business and culture and one of the most trusted markets in the world. Housing has always been expensive there and has not gone up much in the past 8 years. A fantastic place for the young and food lovers, it will continue to be a center of biomedical research and the business and cultural elite. What country has a better personality and looks so happily towards the future?Another bet similar to the Brazil play (good growth and net exporter of oil and food), Malaysia is in a similarly great situation with a 23% lower PE than Brazil and lower inflation and equal growth. Malaysia surprisingly (to me) has one of the most trusted markets in the world, better than Brazil and Australia. Malaysia also has better P/B and dividends. FSLR chose it as it's home for new high-tech solar plants. Also compare Malaysia to Thailand: similar PEs even after a recent 20% drop in Thailand, Thailand is oil-dependent, higher inflation, similar growth, less-trusted market, and current political risk. Only thing good about thailand is that it makes a lot of cars (for foreign companies) that could get sold to china. Reply
ocks
Calendar Year Country Fund Returns: 1997-2007+ [view article]
The Swiss ETF - EWL seems to always an average performer.Others like EWG,EWD are probably better bets. Replyocks
What's the Best Way to Capture a Country? [view article]
I also prefer individual stocks, if available, over ETFs. Many of these country specific ETFs are heavily weighted towards one sector or another. For eg. - EWO the Austrian ETF is heavy in financials. In some country ETFs just one sector make up nearly 50% of the portfolio which is not good.Thanks Roger for the neat article. Reply
Jackson
Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
Update: We just added the new Northern Trust Israel ETF to the list, the NETS TA-25 Index Fund (TAV). Heather Bell writes about this ETF:"TAV, however, is not the first of its kind. The iShares complex already offers the competing iShares MSCI Israel Capped Investable Market Index Fund (NYSE Arca: EIS), which charges 0.68%. In a departure for the NETS family, TAV is actually more expensive than its corresponding iShares ETF: It charges 0.70%. EIS was only launched in late March, so it hasn't had time to gain much of a foothold - Northern Trust may be looking to compete with it more on the basis of the underlying index than on price."
Her full article is here:
seekingalpha.com/artic... Reply