Written by David Fabian, April 04th, 2017
Emerging market stocks have been the perennial underdog for the last half decade. Their persistent underperformance has been blamed on commodity fluctuations, currency woes, and a host of other fundamental headwinds. Nevertheless, these regional stocks are making a bold statement in the first quarter of 2017 that may ignite further interest in their ongoing growth potential.
A screen of the top performing, non-leveraged or inverse exchange-traded funds through the first three months of the year reveals a pointed theme. Brazil, China, India, Argentina, and other emerging market indexes mounted the strongest returns of all asset classes. Of those nations, smaller company shares were the biggest standouts.
Read the complete article at NASDAQ.com
Written by David Fabian, July 09th, 2014
Emerging market ETFs have been one area of the market that I have been admittedly cautious about adding to. Over the last several years they have consistently underperformed their U.S. and European counterparts as investors have adopted a home-country bias to their portfolios. Read more
Written by David Fabian, April 09th, 2014
The recent strength in emerging market countries has caught many investors, including myself, by surprise. There have surely been pockets of strength in thriving economies such as India and Taiwan, but the majority of broad-based emerging market indices have been unable to mount a convincing drive higher. Nearly every rally attempt has been met with resistance that has failed to gain momentum or produce a substantial breakout. Read more
Written by David Fabian, March 10th, 2014
The iShares MSCI Emerging Market Equity ETF (EEM) has been a serial underperformer over the last several years as the global recovery has extended to new heights. This widely held mix of stocks from numerous emerging market nations has been unable to mount any serious bid for reflation despite the continued strength of domestic markets. A quick comparison between EEM and the iShares Core S&P 500 ETF (IVV) shows that the 3-year annualized returns in each index stand at -2.67% and +16.10% respectively as of 12/31/13. Read more