In my earlier post, I provided a shortlist of candidates for index-based exchange traded funds to capture the general market performance of emerging markets. These ETF-based funds are VWO, EEM, DEM, BKF, and BIK. While the shortlist provided a good starting point, in this post I am reviewing the suitability of these funds against the investment objective. The investment objective is to capture the general performance of emerging markets. I did not consider reviewing BIK, since it was invested only in 40 corporations in Brazil, China, Russia, and India. continue reading rest of the article….
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China’s Trade Picture Not So Gloomy (FXI, TAO, FXP, EEM, VWO)
(Wall Street Sector Selector, 10/17/11)
More Thoughts On EEM And VWO
(Index Universe, 8/21/08)
Ugly Day in the Markets
(Canadian Capitalist, 9/15/08)
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Five Assets for Hedging Against Dollar Inflation or Deflation
Many of the well known economists and investors (including Warren Buffett) have expressed concerns about inflation. Among all the experts and pundits, I believe, David Swensen gave a very pragmatic and down to earth response to this question in an interview on WealthTrack. According to Swensen, he does not know what will happen. He cannot predict it. There will be inflation if the recent pumping of money supports the economy and growth returns to US economy. If there is no growth, then there will be deflation of dollar value. His message was to address these issues with proper diversification and asset allocation. As individual investors what can we do to (or rather how can we) blunt the effect of inflation or deflation. Following are five aspects one can look into to manage their asset diversification.
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