Chamois16

Emerging Markets ETFs: Predictable and Consistent

Volatility, common to emerging markets, is not a reason to exclude individual securities, including ETF; longer term performance of all these funds you mention, with the possible exception of PGJ, which at best is a managed fund in drag, exceeds that of most developed markets. They had become overbought, but still represent long term value, particularly after correction

Excess volatility at the portfolio level is to be avoided since it represents risk, but a properly diversified portfolio will handle, and benefit from, emerging market stocks and index funds.

A Long/Short ETF Portfolio For Emerging Markets

IF one wanted to do this, there are closed-end funds for India, Indonesia and Turkey that are as good and perhaps better vehicles than index funds, were such available. Going short in any of these places is very risky. I certainly would not attempt it on the basis of current account deficits

Shifting Away From the U.S. and Into Asia: An ETF Play

The chinese yuan is not pegged to the US$; it was floated commencing 21 July 2005 and has risen slowly since. The Hong Kong Dollar is more closely tied to the US dollar

The writer seems to ignore arguably the best ETF to play a rising yuan (FXI) which consists mainly of robust mainland China companies (25 in all) whose earnngs and dividends are initially denominated in renminbi, rather than HK$, thus likely to pass along to HK and US ADR holders greater benefit than HK and other Asian shares.