Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
E M/D M Overview Emerging Market Equity Allocation For Q1 By Marc Chandler | Market Overview | Jan 15, 2014 05:15PM GMT INTRODUCTION
"EM and DM equities diverged in 2013, as MSCI EM (-5%) and MSCI DM (+24%) moved in opposite directions for the first year since 1998. This divergence has ended (for now) in 2014, with MSCI EM at -2.7% through Tuesday and MSCI DM at -0.6%. So far this year, the positive performance of European indices has been counterbalanced by the negative performances of Japan, Australia and the US to a lesser degree. We note that MSCI indices measure dollar returns, taking into account both equity and FX movements for dollar-based investors." http://www.investing.com/analysis/emerging-market-equity-allocation-for-q1-198853
Comments
Emerging Market Equity Allocation For Q1
By Marc Chandler | Market Overview | Jan 15, 2014 05:15PM GMT
INTRODUCTION
"EM and DM equities diverged in 2013, as MSCI EM (-5%) and MSCI DM (+24%) moved in opposite directions for the first year since 1998. This divergence has ended (for now) in 2014, with MSCI EM at -2.7% through Tuesday and MSCI DM at -0.6%. So far this year, the positive performance of European indices has been counterbalanced by the negative performances of Japan, Australia and the US to a lesser degree. We note that MSCI indices measure dollar returns, taking into account both equity and FX movements for dollar-based investors."
http://www.investing.com/analysis/emerging-market-equity-allocation-for-q1-198853