EM worth considering

Comments

• AndyJ

  July 2013

  Yes, but ... to stay positive here ... there are many, many better options for EM equity exposure than this fellow's recommendation of PRMSX.
• Kenster1_GlobalValue

  July 2013

  Calamos: Fine-Tuning Exposure to Growth in Emerging Economies
  
  http://calamos.com/~/media/documents/market-insights/2013/calamos-global-2013-03-fine-tuning-exposure-to-growth-in-emerging-economies.ashx
  
  
• MaxBialystock

  July 2013

  Kenster, that article is a bit stale. Anyhow, I am one who doesn't need to be convinced.
• bradclarkston

  July 2013

  I agree
  
  SFGIX - very diversified large-cap Asia-Dev (28%) , Latain America (16%), Asia-EM (33%), Europe-EM (15%).
  MSMLX - mid-cap Asia-EM (65%), Asia-Dev (34%)
  DGS (ETF 70% mid-cap, 30% small-cap) mostly Asia 64%
  
  are all better choices in my opinion (I'm holding SFGIX & MSMLX). They may not have hit bottom yet but are looking better and better as a upswing buy.
• Kenster1_GlobalValue

  July 2013 edited July 2013

  EM related post....
  
  Rediscovering risk in emerging markets: A Country Risk Premium update
  July 10, 2013
  
  http://aswathdamodaran.blogspot.com/2013/07/rediscovering-risk-in-emerging-markets.html