I know that Chinese equities have rebounded and the bottom is likely in but I am still not comfortable with the constant newsflow. So, what emerging markets are you guys eyeing?
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I don't invest in it but Brazil
India
Africa especially FinTech
EWW ETF
Vietnam, Pakistan, Philippines, Thailand, Malaysia, Bangladesh, Ukraine, parts of CEE, Ghana, Nigeria, Kenya.
China and India have attracted a lot of investor interest over the past decades, leading potentially to full valuation. But this is not something that I have investigated fully, sure pockets of opportunities will exist everywhere even in the most hottest and mature market, otherwise nobody would still be investing in the US. Just 11 pm ramblings.
Problems with emerging markets can generally be grouped into the following: lack of sophisticated management teams, lack of creative financing opportunities, lack of rule of law, lack of tech and other suitable infrastructure.
You lost me at Ukraine
Several of these like Vietnam and Bangladesh are not even usually considered Emerging markets and instead classified as Frontier which typically implies very difficult to invest well in https://www.msci.com/our-solutions/indexes/market-classification. Regardless of growth prospects in these countries the US ETFs like VNM and FM for investing in them seem to have relatively high fees and tracking errors, are relatively illiquid and don't have great historical returns (VNM has negative returns over 12.5 years despite fast growth in Vietnamese GDP). I would imagine there are definitely opportunities in these markets but considering high fees and low liquidity it is difficult to invest without local market knowledge.
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