iShares MSCI Malaysia Index (EWM)

All Comments on EWM

  • commenter
    Aly-Khan
    Satchu
    May 19 02:28 AM
    My Website
    2008 Country Returns [view article]
    Thanks.

    Visually this is the equivalent of being smacked in the face. There is a new world out there a la Columbus when he found America. The rewards for the Intrepid Investor are in the Frontier markets.

    Aly-Khan Satchu
    rich.co.ke     Reply
  • commenter
    Timothy
    Sykes
    May 18 10:25 PM
    My Website
    2008 Country Returns [view article]
    sweet graphic man, I'm def. gonna have to add it to my site! Reply
  • commenter
    mangy cat
    May 18 02:26 PM
    2008 Country Returns [view article]
    is this in the respective domestic currency?
    or is it converted to a common usd standard?     Reply
  • commenter
    Tim Plaehn
    May 18 01:45 PM
    My Website
    2008 Country Returns [view article]
    China, 3rd from end, down 30%. How fast the touted fall. Reply
  • commenter
    etflover
    May 17 10:22 PM
    Single Country Asia ETFs, ETNs and Closed-End Funds [view article]
    iShares MSCI Thailand Index Fund THD should be in Thailand Section. Reply
  • commenter
    Richard Shaw
    May 16 11:51 AM
    My Website
    ETFs: A Screened List [view article]
    Bill (BILLB),

    I should have added that reasonable size is also determined by the investor's bit size. Someone who wants to put $10,000 into a position has different criteria than someone who wants to put $100,000 or $500,000 into a position.

    I certainly would not be willing to be more than 10% of a single day's trading, and would prefer to be closer to unobservable in the volumes.     Reply
  • commenter
    Richard Shaw
    May 16 11:46 AM
    My Website
    ETFs: A Screened List [view article]
    Personally, I like to see a rapidly moving tape for investments I make or make for others.

    For this screen I was more forgiving. I used the 1-minute charts and wanted to see all or most minutes with trading activity. I did it visually without a bright line test.

    There are many newer ETFs with interesting objectives, but with so little trading that you may wait too long for a limit buy to execute and maybe longer for your limit sell to execute. Market orders on thinly traded ETFs are not a good idea.

    It becomes a personal matter, but the best situations would allow you to exit whenever you please. You might also find unattractive Bid-Ask spreads in cases where trading is sporadic or limited.     Reply
  • commenter
    billb
    May 16 11:07 AM
    My Website
    ETFs: A Screened List [view article]
    What figure is "reasonable" liquidity in your opinion? Reply
  • commenter
    Richard Shaw
    May 16 09:12 AM
    My Website
    ETFs: A Screened List [view article]
    “Seasoning”:

    A much longer list of funds would be generated if the three-year data requirement were modified to include index funds tracking indices that themselves have three-years of data.

    We believe that three years of “seasoning” is an important selection factor in a world with so many choices, but a new index fund following an established index with its own published history of three years or more can reasonably be seen as “seasoned” for three years.     Reply
  • commenter
    ETF Wanderer
    May 13 12:23 PM
    My Website
    Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
    can you please update this list? thanks. Reply
  • commenter
    kurt walter
    May 10 01:24 PM
    Country Funds En Masse Could Be the Answer [view article]
    I would like to see country funds that go short the index, too. Reply
  • commenter
    Hutch451
    May 09 09:35 PM
    ETF Upgrading: Sweden, Malaysia in the Doghouse? [view article]
    With regards to Malaysia, the ruling coalition did not "lose" the election, it simply failed to retain a 2/3 majority of parliament; thus the Prime Minister is not required by law to step down (although some in the coalition believe he should). Although outcome for the ruling coalition were worse than expected, these results are viewed by many (myself included) as a maturing of Malaysia as a democracy, as (among other things) it puts pressure on the ruling coalition to resolve issues of chronic cronyism and corruption--which should bode well for the markets in the future. The selloff was an over-reaction by mainly foreign investors who don't fully understand the situation here, and may be lumping Malaysia into the same group as Thailand or the Philippines politically. Malaysia has a much more stable political environment than other SEA nations. Malaysia has a strong commodity basis in its economy (although it is developing its value-added sector as well), a positive balance of payments, and the currency has been strengthening steadily over the past several months (the currency did not take a hit as a result of the recent election). Thus, one could argue that Malaysia is a buying opportunity as well. I am keeping my options open and powder dry in this regard. Reply
  • commenter
    Anton
    May 09 10:15 AM
    Country Funds En Masse Could Be the Answer [view article]
    I regularly look at alternative ETFs to further diversify my portfolio. I often wonder whether country funds or regional funds offer better results when viewed from a practical sense. The 1 year daily correlation is over 80% between most country indices and their respective regional and/or type indices. Shorter term correlations can diverge significantly however, during brief spurts of country specific event driven volatility. These correlation characteristics imply that a short term rebalancing regime would be needed to capture relative price dislocations among similar country funds found within a broader index. Longer term, these price disparities should be arbitraged away thus providing little if any additional return. Thus, I believe country specific funds are only beneficial to portfolio methodologies that are short term oriented.

    As an aside, what should be the goal when constructing a diversified portfolio; should it be a weighted net correlation of 0% (based desired investment timeframe), or maybe + or – 10% or something completely different?
    Reply
  • commenter
    Geoff
    Considine
    May 08 05:07 PM
    My Website
    Asset Allocation and the All ETF Portfolio [view article]
    To JAS:

    QPP has been very well tested out-of-sample, as you will see from my articles stretching back two years and more. I believe that much of what passes as asset allocation misses some of the key benefits of diversification. The obvious question is why. I think that the reason is that the people designing the portfolios that emphasize US indexes, market cap weighted, etc. either don't use quantitative tools or don't think that the potential purchasers or their products are sophisticated enough to care.

    There is also the problem of closet indexing. A lot of mutual funds are closet indexers and these tend not to perform all that well. If you want to get close to an index, you will not include low Beta / lor R^2 asset classes because these increase tracking error vs. an index like the S&P500. Closet indexing is, essentially, the enemy of really effective diversification.     Reply
  • commenter
    Lance
    May 07 08:34 AM
    Bespoke's Country Snapshot (5/6/08) [view article]
    Japan in a "perpetual downtrend"? I guess perpetual would be since the end of last July, then. Prior to the end of last July, Japan spent nearly a year in an uptrend coming off the mid-year '06 worldwide equity snap-correction. Prior to that '06 correction, Japan had risen about 40 percent in the previous 12 months. So, no, hardly "perpetual" at all. While Japan has certainly lagged in some time frames (like the past 18 years as a time frame), it has not been, particularly recently, a perpetual laggard. It just seems that way to some people, especially to those who don't time the market very well. Reply
Loading...
Symbols:
Authors:
Quick Links: