c****2
发帖数: 345 | |
u********e
发帖数: 4950 | |
E**x
发帖数: 33 | 3 should we be greedy when others are fearful? |
p********r
发帖数: 1980 | 4 I am increasing my EM exposure recently.
It's already there from valuation point of view, so at the moment to me the
only risk is China economy collapse. Chinese economy is having lots of
issues but still I don't know if it will collapse. I am monitoring it.
【在 c****2 的大作中提到】
: re
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S**C
发帖数: 2964 | 5 Same here. But I am fretting on what vehicle to play. On the passive side,
it tends to heavily tilt to the SOE and "almost-emerged" economies and
bubbles; on the active side, it is unrealistic to think somebody know both
Vietnam and Peru etc. well enough.
the
【在 p********r 的大作中提到】
: I am increasing my EM exposure recently.
: It's already there from valuation point of view, so at the moment to me the
: only risk is China economy collapse. Chinese economy is having lots of
: issues but still I don't know if it will collapse. I am monitoring it.
|
E**x
发帖数: 33 | 6 I am going Index with emerging. US had a good run recently, while emerging
markets have lagged well behind. Let's see if the law of "reversion to the
mean" holds. |
D*****t
发帖数: 558 | 7 I have been slowly increasing my emerging mkt exposure too (through index of
course) recently. what's wrong with state-owned enterprises? have you
considered VMMSX for actively managed EM fund? It's managed by venerable
firms with excellent one year performance since its recent inception. Small
and nimble. Its ER (.92%) is a tad rich for me to swallow though.
【在 S**C 的大作中提到】
: Same here. But I am fretting on what vehicle to play. On the passive side,
: it tends to heavily tilt to the SOE and "almost-emerged" economies and
: bubbles; on the active side, it is unrealistic to think somebody know both
: Vietnam and Peru etc. well enough.
:
: the
|
S**C
发帖数: 2964 | 8 SOEs tend to make decisions for political reasons, which make me pause. I am
not impressed by the VMMSX funds managers' track records in general and EM
space in particular.
of
Small
【在 D*****t 的大作中提到】
: I have been slowly increasing my emerging mkt exposure too (through index of
: course) recently. what's wrong with state-owned enterprises? have you
: considered VMMSX for actively managed EM fund? It's managed by venerable
: firms with excellent one year performance since its recent inception. Small
: and nimble. Its ER (.92%) is a tad rich for me to swallow though.
|
