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A Case for Emerging Markets to Re-Emerge

On today’s show we discuss:

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

Comments

  • 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?)
  • edited March 2021
    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.
  • I prefer to stick with developed markets. In the past I have been burned listening to the hype about buying emerging market funds
  • ducrow said:

    I prefer to stick with developed markets. In the past I have been burned listening to the hype about buying emerging market funds

    +1.
  • ducrow said:

    I prefer to stick with developed markets. In the past I have been burned listening to the hype about buying emerging market funds

    So no allocation at all? Understand your concerns, but might warrant a small allocation in your portfolio.

  • MIOPX is a good way to get exposure to EM. 35% exposure to Asia EM. Balanced by exposure to developed markets
  • Big front load! I've always done this investing thing myself. No broker, who can get fees waved.
  • at Schwab MIOPX is no load
  • I don't currently own a dedicated emerging markets fund.
    My EM exposure is obtained via VWILX.
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