Thursday, May 31, 2007

Emerging Market ETFs: A Look Under the Hood - Seeking Alpha

Emerging Market ETFs: A Look Under the Hood - Seeking Alpha
When you are holding a mix of funds, it is very important to know what your net exposures are to specific countries, sectors, asset classes etc. Else, you could be overweight in some areas while thinking that you are well diversified.
This is look-under-the-hood analysis is similar what fundpeek.com does.

China Bubble Mania - Forbes.com

China Bubble Mania - Forbes.com

Thursday, May 24, 2007

Hunt on for new investment play as BRICs crack | Reuters.com

ANALYSIS - Hunt on for new investment play as BRICs crack Reuters.com
With investor risk appetite showing few signs of waning and many emerging markets promising sustainable economic strength, the hunt is on for other combinations of countries to tap into.
... Goldman has gone as far as identifying what it calls the Next 11 or N-11. It comprises Bangladesh, Egypt, Indonesia, Iran, Korea, Mexico, Nigeria, Pakistan, Philippines, Turkey, Vietnam.
... VISTA - Vietnam, Indonesia, South Africa, Turkey and Argentina

Sunday, May 20, 2007

FNI: Chindia ETF

Chindia ETF Exposes Investors to 40% of World Population: Financial News - Yahoo! Finance
... [FNI] weighting scheme is an improvement over the market cap weighting of the iShares India ETN (INP), where about 35% of the basket goes to three companies; Infosys, Reliance and ICICI Bank. For the China iShare (FXI) the top 5 companies come to about 40% of the basket.

Friday, May 4, 2007

Some more favorites...

PRASX - Large exposure to India, Hong Kong, and some to Taiwan, South Korea and Singapore.
VGTSX - Diversified international stock.