Emerging Markets not created equal
So the first two charts are to show you the three baseline market charts in a one and three year time frame.
So the conclusion is they all track the same market and fees may or may not play a role.
In this case I have selected VWO to be the global emerging martet benchmark and now I want to compare BRIC (Brazil, Russia, India and China) funds against it.
and three years
Surprise to me is how Russia is the laggard and China the other under performer. BRIC investments have under-performed other emerging markets causing BKF and BIK to under-perform VWO. For all the hype the BRIC nations get, the returns sure do not justify it.
These regional ETFs are offered by State Street and offer an interesting look into the global markets. (RESOURCES COUNT)
and three years
Lots of opportunity, lots of risk but one thing is clear: Emerging markets are highly correlated. Regional and political differences seems to have significant impact on size of return, not so much direction of return.
So the conclusion is they all track the same market and fees may or may not play a role.
In this case I have selected VWO to be the global emerging martet benchmark and now I want to compare BRIC (Brazil, Russia, India and China) funds against it.
and three years
Surprise to me is how Russia is the laggard and China the other under performer. BRIC investments have under-performed other emerging markets causing BKF and BIK to under-perform VWO. For all the hype the BRIC nations get, the returns sure do not justify it.
These regional ETFs are offered by State Street and offer an interesting look into the global markets. (RESOURCES COUNT)
and three years
Lots of opportunity, lots of risk but one thing is clear: Emerging markets are highly correlated. Regional and political differences seems to have significant impact on size of return, not so much direction of return.
Posted by Bradley Fluetsch at 12/21/2010 9:32 AM 
Categories: Asset Allocation
Tags: Emerging markets stock equity Russia Brazil China India ETF profit
Categories: Asset Allocation
Tags: Emerging markets stock equity Russia Brazil China India ETF profit
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