From another thread...newgirl
January 17 Flag
@Benwp and @MikeW ... I 'd love for you to start the thread on Small Cap and EM Asia .
I am very interested in thorough analysis!
Not either of those posters, and not sure I can provide thorough analysis, but...
First, for EM, see a good discussion at https://www.mutualfundobserver.com/discuss/discussion/57597/some-questions-on-emerging-market-funds#latest
Small Caps: IMO, the rotation is REAL and has been happening now for several months. Getting frothy perhaps but appears there is still a LONG way to go and it's not too late to participate. To wit, SCs are set to Rock the Casbah again this AM.
First entry into the cat in a BIG way was on the value side, selected FCPVX (UP 7.3% YTD), then a smaller play with Foreign SCB/MCB FISMX (and its arguably unique splatter).
More recently bot MSSMX (UP 11.3% YTD, UP 150% in 2020), Morgan Stanley's gem of a SCG fund.
SCG: WMICX, ARTSX, FDSCX, PXSGX, QUASX
EM SC: VAESX, WAEMX
Foreign, EM and SC (all cats that generally
require a bit of bravery/insanity for retirees at least) are providing some REAL energy to otherwise (temporarily?) lackluster, US LC-laden ports these days, and I expect that to continue this year and possibly beyond. Suggest DCA'ing at this point as an interim pullback seems likely. YMMV.