- MarketVector’s Steven Schoenfeld says there are ways to mitigate risk, but investors need to “look under the hood” to see how these ETFs are constructed.
- They focus on operational risk and “watch what they do, not what they say.” Schoenfeld noted that the “era of believing that an overall allocation to emerging markets, while you’re blind to how the governments how governments are run and corporate governance at the company level, I think that era is over.” Investors “need to look at it with very rigorous metrics and lenses; and also look beyond the standard emerging markets into the frontier markets and even beyond looking looking for newly emerging markets.”
- Schoenfeld believes Brazil small cap and domestic stocks have upside. South Korea and Vietnam have been hit by energy costs and China vs. Taiwan and North vs. South Korea conflicts, but there are opportunities to buy the dip. READ MORE
Similar Posts:
- Bloomberg’s Misery Index’s Least Miserable Emerging Markets
- Emerging Market Risk Ranking: Most Vulnerable to the Strongest (FT)
- The “Next Eleven” and the World Economy (The Asset)
- GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)
- Escalating Tensions Have Not Unsettled Korean Markets (Moody’s)
- Mark Mobius’s Favorite Emerging Markets: Indonesia, Russia, Brazil, Vietnam and South Africa (WSJ)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)
- Hungary, Poland, Mexico and South Korea Poised to Handle a Pull Back in US Monetary Stimulus (WealthManagement.com)
- Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022
- Korea, Japan Companies Expanding in Vietnam (The Asset)
- S&W’s McGrath: Emerging Markets Are at the Perfect Entry Point (FE Trustnet)
- South Korea: A Shining Example of Emerging Market Leadership (Franklin Templeton)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)