Vanguard Emerging Markets Stock VIPERs (VWO)

All Comments on VWO

  • commenter
    Malik
    Nov 28 01:54 AM
    How a U.S. Downturn May Affect Emerging Markets [view article]
    I beleive that sooner or later US will be entering a long correction because of enormous debt burden. It may drag down the Emerging markets initially however in long run Emerging markets will benefit from any downturn in US market. Reply
  • commenter
    Roger
    Nusbaum
    Nov 27 05:19 PM
    My Website
    Decoupling During a Downturn Difficult To Predict [view article]
    I only mentioned a couple of countries in passing in this post. Ex-US I also own Canada, Brazil, Iceland, UK, Ireland, Sweden, Norway, Finland, France, Israel and a couple others.

    I don't own Korea except to the extent it has weight in ADRE. I have been wrong not to own it but something just seems off about it. I realize there is no analysis in that statement but I jsut don't want to own it.     Reply
  • commenter
    Wiki
    Nov 27 03:47 AM
    Decoupling During a Downturn Difficult To Predict [view article]
    I dont see you mentioning Korea. Low Debt, High R&D Funding, New Gas finds, Korean Reconciliation and a natural partner for China and Japan. Wish to hear your comments. Reply
  • commenter
    Roger
    Nusbaum
    Nov 26 03:23 PM
    My Website
    Decoupling During a Downturn Difficult To Predict [view article]
    thank you for sharing this. I have been a big believer in the long term big macro of Norway for several years and I think this will continue to play out positively for a while yet. Reply
  • commenter
    Frank Li
    Nov 26 10:28 AM
    How a U.S. Downturn May Affect Emerging Markets [view article]
    Thanks for this. In the short run emerging market investments tend to be "hot money", and in the event of any slowdown in the US we'll see US investors pull money very fast from emerging markets. I wouldn't want to be holding them in the event of a US recession.

    Your analysis might be correct in the medium term, however. That means that a sharp sell-off in emerging markets might be a medium term buying opportunity.


     Reply
  • commenter
    DEcho
    Nov 26 10:13 AM
    Decoupling During a Downturn Difficult To Predict [view article]
    Beeing a Norwegian investing mainly through US listed products, I was amused to see Norway mentioned in this context. Actually I can't say how Norway will fare in the case of a US recession, but here's a few quick facts; Norway has a strict fiscal policy, putting almost all of the revenues from oil into a "Pension fund", currently amounting to about USD $450.000.000.000, which is about $100.000 per capita. Quite honestly, Norwegians don't feel these $$$ (or NOKs rather) belong to them personally, as most political parties are commited to "save for later" - we have the same social problems etc as other European contries, and Norway actually spends less money on goverment funded research than our neighbours.

    I won't pretend to know how Norway would fare in the case of a US recession, but the last couple of years we've seen incredible gains - for a developed market . It's not all connected to oil; see f.ex.:
    finance.yahoo.com/char...;range=20050425,200711...
    Much of the growth the last couple of years have come from cheap imported labour from eastern Europe..
     Reply
  • commenter
    John
    Angstrom
    Nov 26 07:32 AM
    Emerging Markets: An Increasingly Poor Bet? [view article]
    Seems to me the points made here are quite cogent:
    1- many Emerging markets trade at higher multiples than developed markets
    2- they should probably be at lower multiples instead due to higher political risk and the dominance of cyclical companies in these markets.
    Don't confuse "gobblygook" (btw the real word is gobbleDYgook :) )and an argument that disagrees with your long position.     Reply
  • commenter
    John
    Angstrom
    Nov 26 07:31 AM
    Emerging Markets: An Increasingly Poor Bet? [view article]
    Seems to me the points made here are quite cogent:
    1- many merging markets trade at higher multiples than developed markets
    2- they should probably be at lower multiples instead due to higher political risk and the dominance of cyclical companies in these markets.
    Don't confuse "gobblygook" (btw the real word is gobbleDYgook :) )and an argument that disagrees with your long position.     Reply
  • commenter
    User 17559
    Nov 23 07:52 PM
    Emerging Markets: An Increasingly Poor Bet? [view article]
    This is gobblygook - get down get real get serious if you knew the subject then explain it in a simple paragraph. Reply
  • commenter
    copper1987
    Nov 22 12:30 PM
    Emerging Markets: An Increasingly Poor Bet? [view article]
    I think you are 100 % wrong.
    In my opinion when the market gets it's footing again emerging markets ETF's will be the strongest winners.
    Global is the new future.
    If the market gets weaker then every ETF will as well.
    The only ETF's that will do well in a falling market are the ones that short the market.
    I always appreciate your articles though.     Reply
  • commenter
    copper1987
    Nov 22 12:30 PM
    Emerging Markets: An Increasingly Poor Bet? [view article]
    I think you are 100 % wrong.
    In my opinion when the market gets it's footing again emerging markets ETF's will be the strongest winners.
    Global is the new future.
    If the market gets weaker then every ETF will as well.
    The only ETF's that will do well in a falling market are the ones that short the market.
    I always appreciate your articles though.     Reply
  • commenter
    John
    Angstrom
    Nov 21 09:01 PM
    Emerging Markets: An Increasingly Poor Bet? [view article]
    A 5 point PE gap, when the S&P trades at 15x, is a > 33% difference. A 10 point PE gap is a > 67% difference. Reply
  • commenter
    Muzie
    Nov 21 06:06 PM
    Emerging Markets: An Increasingly Poor Bet? [view article]
    You seem to make a point that this investment is a poor value because now even your dentist knows about it.

    It seems debatable to me if getting financial advice from a random blogger on the internet vs. my dentist is actually any better.

    I can't find any subtantial research in this article apart from a posting of P/Es for (only a fraction) of countries that represent emerging markets and even then a 5-10 point P/E gap is hardly a reason to avoid a country altogether.     Reply
  • commenter
    QuoVadis
    Nov 19 02:30 PM
    ETF Performance YTD: The Good, the Bad and the Ugly [view article]
    Russia, the fourth BRIC country, does have its own ETF. " RSX is the ticker for Market Vectors-Russia ETF. This ETF seeks to track, before fees and expenses, the DAXglobal Russia+ Index from Deutsche Bourse. The index represents 38 publicly traded Russian issuers and is designed to tract the price movements of securities of Russian companiees traded on global exchanges.
    Reply
  • commenter
    ak
    Nov 14 04:21 PM
    ETF Performance YTD: The Good, the Bad and the Ugly [view article]
    Nice summary. Regarding Russia, isn't RSX a Russia ETF Reply
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