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How to find the best opportunities in emerging markets Why a strong dollar is a headwind for EM economies, and how a weaker dollar can help The enormous gap between EM market cap and EM population animal-spirits-the-case-for-emerging-markets
I hope so. My two EM: FSEAX +6.15% and ARTYX +3.79% and I wish that was my cost basis 1/1/2021 but it was not. Counting on these two to finish 2021 strong.
You're doing very well. Congratulations. I'm only 11% foreign, and mostly NOT EM. After just looking, I see my PRIDX is 0.32% Emerg. Europe, 1.78% Africa/Middle East, 15.30% in Emerg. Asia and 4.55% in Latin America. Also, 4.17% in "Australasia." Anyone who knows the map could figure that this means Australia, maybe NZ, maybe the Pacific Islands: Saipan? (U.S. flag flies there, though.) Samoa? But not American Samoa: belongs to the US, too. Then there's The Marshalls, the Solomons. Pitcairn's Island.... Diego Garcia is in the INDIAN Ocean. Only thing there is a military base, I understand... so. Pretty un-specific. Leaving out many locations. (What could be the GDP of Pitcairn's Island, anyhow? Eh?)
I continue to be concerned with rising yields, which are the main threat to EM (via strong USD). Leveling out of yields would help equities tremendously (which hasn't happened), which I fear will result in tightening EM policy.
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My EM exposure is obtained via VWILX.