There are important fundamental changes taking place in emerging and frontier markets beyond China as these populations are leapfrogging traditional consumption in favor of online services and shopping via smartphones. Investors can also capitalize on these shifts through a targeted exchange traded fund strategy.
China country-specific exchange traded funds are beginning to pick up momentum as some argue that the worst is behind the emerging market
Indian equities are among the best emerging markets performers this year. While the MSCI India Index is up an impressive 25%, some exchange traded funds are doing even better. For example, the VanEck Vectors India Growth Leaders ETF ( GLIN ) is higher by 35% — a strong indication that tilting toward Indian growth stocks is a winning strategy.
Whether we are discovering the latest sports news on Twitter, posting about our weekends on Instagram, or purchasing a Halloween costume using one-day delivery on Amazon, our dependence on technology is clear. The explosion of smart devices, which allows us to manage almost everything using just a smartphone and a reliable internet connection, has been a part of our lives in the United States and other developed countries for more than a decade now, with new mobile apps launching on an almost daily basis.
By Dawn Global Management Southeast Asia is forecast by the IMF to be the fastest growing economic region globally between 2021 and 2026 with forecasted growth over 8% annually in USD, amidst the backdrop of a uniquely young, educated, and digitally enabled demographic and a burgeoning middle class population.
Plenty of countries around the world are catching up to the U.S. in terms of coronavirus vaccination rates, and it’s common for market observers to view that as a potential catalyst for economic and equity market upside. This is a thesis that some are applying to India, which is already home to one of the best-performing equity markets in the world this year.
Nikko Asset Management’s Wai Hoong Leong, portfolio manager for the KraneShares Asia Pacific High Yield Bond ETF (KHYB) , recently held a webinar with Brendan Ahern, CIO of KraneShares, on their analysis of the Evergrande default and what it means going forward.
Geographic exposure is critical when embracing international equities. As the China regulatory controversies are confirming this year, examining an exchange traded fund’s geographic weights is critical for investors considering emerging markets equities.
When investors think of large equity markets and robust pipelines of initial public offerings (IPO), they usually think of the U.S. While this happens for a reason, IPO fever can and does grip other countries, and that’s happening this year in India.
Domestic value stocks are garnering plenty of attention this year, and the returns for the asset class in the first half of the year were worthy of adulation. While some of that momentum ebbed, value equities still have some catalysts, including precedent for performing well during inflationary climates, the possibility that Treasury yields will rise anew, and the fact that the current value rally is still young by historical standards.
The green push can extrapolate investment gains from Southeast Asia, particularly the Global X FTSE Southeast Asia ETF ( ASEA B+ ) and the Global X CleanTech ETF ( CTEC ).
WisdomTree has rolled out a new ETF in Europe providing exposure to emerging market equities while excluding firms with significant government ownership.The WisdomTree Emerging Markets ex-State-Owned Enterprises ESG Screened UCITS ETF has been listed on London Stock Exchange in US dollars (XSOE LN) and pound sterling (XSOP LN) as well as on Xetra (XSOE GY) and Borsa Italiana (XSOE IM) in euros.
Major smartphone company Huawei, hurting from continued U.S. sanctions, has fallen by the wayside, and a new Chinese tech company is profiting in its stead. Xiaomi Corp has swept through global markets, selling the most phones worldwide in June, and looks to continue its upward movement.
Earlier this year there were expectations that a global economic recovery would be a boon for the export-reliant and commodity-sensitive emerging markets (EM). Fast-forward to August, and the MSCI Emerging Market Index (measured in local currency) is the worst-performing broad index we track—up just over 3% compared to the nearly 15% gain of the MSCI ACWI
