Emerging Markets ETFs: Predictable and Consistent [View article]
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.
Bad Time To Invest In Mainland China? [View article]
Most of us (non PRC) can't buy A shares anyway. Plenty of H shares trading NYSE as ADR and there's always the iShares FXI. I haven't seen any peruasive rationale that H-shares in general are overheated, given the current growth in the mainland economy. Some individual mainland companies are obviously overbought, but that's true in most any market
Emerging Markets ETFs: Predictable and Consistent [View article]
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.
Bad Time To Invest In Mainland China? [View article]