Silly Wabbit

Emerging Markets ETFs: Predictable and Consistent

I should add that I do own VWO, but I don't own any of the others.

Emerging Markets ETFs: Predictable and Consistent

Herb Morgan's Seeking Alpha article about not being in Emerging Markets is more a case
of a broken clock being right twice a day. The reality is even if you got in FXI, PGJ,
EWM, EWS & EWH JUST BEFORE the last downturn in May 2006, you'd STILL be making
money now (although a lot less after yesterday's drop). The other 4 are at breakeven.
Like Casey Stengel used to say, you can look it up!

Moreover, everything got hit. You could not avoid the fall (US or globally) unless you
were totally in cash.

As far as the future, who knows for sure? But we do know the P/E of these ETFs are
reasonable, even cheap. And the precipitating factor has apparently been erased
(apparently the Chinese government wouldn't impose capital-gains taxes on stocks).

As for PINAKi DASGUPTA's comments, I sure hope you aren't managing anyone's money.