MPortfolios
Posted - 21 hours ago
Virtually no Non US exposure last 6ish years [except the occasional ADR] but added $VWO to go along with the $FXI posn. Now at 15% of portfolio. [I know I've had many chances over the last yr-ish to have gotten bullish. So sue me.]
Ro_Patel
Posted - 1 day ago
Japanese data suggests officials may have spent some ¥3.66T ($23.59B) on Wednesday to pull the yen back from near 34-year lows. this is on top of the ¥5.5T spent on Monday On Wed, yen was at around ¥157.55 per dollar when it suddenly spiked, strengthening as far as ¥153 over the next half hour. USD remains up more than +10% against the yen this year, as the market pushes back expectations on the timing of a first Fed rate cut, while the BOJ has signaled it will go slow with further policy tightening after raising rates in March for the first time since 2007. Luckily, US job's report was weaker than expected which providing some relief to Japanese officials $VWO $EWJ $FXY $EEM - $UUP
backstagebull
Posted - 2 days ago
$PLTR $ARKQ $VYM $VEA $VWO added more today.
rsmracks
Posted - 04/27/24
$VWO $EEM $MCHI $GOLD $DXY Dedollarisation. It’s real. BRICS is serious. The value of our USD will continue to weaken as the years pass by. Not just from inflation, but from other countries jumping on this bandwagon. Emerging markets are well undervalued. Miners are beyond undervalued. Commodities, basically all of them, are undervalued. https://watcher.guru/news/brics-conducts-260-billion-worth-trade-without-the-us-dollar
rsmracks
Posted - 04/24/24
$EEM $PM $VWO Still like PM and emerging markets. As the USD loses momentum, we will see foreign currencies gain strength.
rsmracks
Posted - 04/21/24
$VWO $EEM $EWZ Great article written by the emerging market team at Lazard. It’s a long read, but worth your time. I’ve been suggesting for close to two years now to accumulate shares during this out of favor period. Emerging markets are going to do just fine moving forward. As I’ve underlined, the USD is overextended. I’m still sticking to all my sector calls. Miners, energy, emerging markets, long bonds and agribusinesses. A well balanced portfolio holding these sectors will outperform the SPY and definitely outperform the Nasdaq. In my opinion. AEF remains my top pick for emerging markets. It’s a closed end fund that currently trades with a 14+% discount to NAV. It pays a quarterly distribution of 7.42%
I like China, Brazil, India, Vietnam and South Korea. $GOLD $MCHI https://www.lazardassetmanagement.com/research-insights/outlooks/emerging-markets#:~:text=Consensus%20earnings%20growth5%20for,inexpensive%20compared%20to%20DM%20equities.
wha1e
Posted - 03/06/24
Freedom House keeping tabs on everyone. Political rights/civil liberties are declining. Sounds like everyone wants to be a Duterte or a Bukele. $SPY $MACRO $VWO
foxwell007
Posted - 03/06/24
$VWO A solid break here and we're off to the races I reckon...
crankytrader
Posted - 02/29/24
$VOO $VTI $VUG $VWO $VFV.TSX
rsmracks
Posted - 02/26/24
$IFN $INDA $VWO I still see India growing more than any emerging market for decades to come. I choose AEF for emerging market exposure and I like Brazil, South Korea, Vietnam and Mexico. https://amp.cnn.com/cnn/2024/02/26/business/modi-india-economy-growth-optimism-hnk-intl/index.html
rsmracks
Posted - 02/23/24
$PM $VWO $MCHI $KWEB $EWZ PM is just waiting for the USD to lose strength, just like all emerging markets are. AEF holding strong. MCHI, KWEB, EWZ, IFN are ready for a much larger move higher. It’s time for short term yields to roll over. It’s been time.
EliteOGs
Posted - 02/23/24
$VWO Great add on that dip.
rsmracks
Posted - 02/18/24
$VWO $EWZ $EWZS $IFN $EEM Emerging market PE’s are extremely low. The value and growth are there. I personally continue to like and hold several of the tickers below. IFN- huge growth for India EWZ - Brazil is very undervalued KWEB- plenty of upside coming MCHI- accumulate and wait for it. AEF- I own the most of this fund. Quality CEF
Don’t be scared away from foreign investments. https://esgclarity.com/franklin-templeton-qa-emerging-markets-are-under-owned-undervalued-and-underestimated/
NEWBIGTECH
Posted - 02/17/24
$OPK $VUG $VWO
NEWBIGTECH
Posted - 02/17/24
$OPK VANGUARD THE LARGEST MUTUAL FUND IN THE WORLD FILED LAST NIGHT THEY NOW OWN 5% OF OPKO! TAKE OVER $6.5 BILLION $VWO $VUG
wha1e
Posted - 02/11/24
$VWO $SPY Record inflow to emerging market equities
wha1e
Posted - 02/05/24
$YANG $VWO $SPY All of the strict capital controls in the Chinese markets are pushing investors into foreign stocks.
rsmracks
Posted - 3 months ago
$SPY $GOLD $VWO $TLT $ADM I’m calling the FED’s bluff. I say they start QE in March. Rotation is picking up pace rapidly. Inflows into miners, energy, emerging markets, agriculture and long bonds. Now let me get my popcorn ready. It’s time for the show. 🍿
Time4TakeOff
Posted - 01/31/24
$VWO I have 30% here for long-term smartness.
Yes, indeed.
rsmracks
Posted - 01/29/24
$PM $VWO $EEM I really like PM at this level. As the USD weakens, we will see PM move back to $110+ area. Forward PE around 13
Smoovem80
Posted - 01/26/24
@TheElectricGangster only Chinese stocks I have are in $VWO. I’ll buy $QQQ .
TrendyChart
Posted - 01/23/24
$VWO Navigator chart sails through resistance. 📊 https://thetrendychart.com/
TrendyChart
Posted - 01/23/24
$VWO Amidst market dynamics, the stock chart emerges as a beacon of stability, anchored by robust support levels and a resilient trend that withstands challenges, promising success. 💹
TrendyChart
Posted - 01/23/24
$VWO Resistance crumbles before the might of the stock chart, where technical indicators act as the architects of a Bearish narrative. 🌐
wha1e
Posted - 01/22/24
$YANG $SPY $VWO Strong sign of a bottom in the Hong Kong markets after India overtakes the Hang Seng as the 4th largest stock market.
StockMarshal
Posted - 01/22/24
Performance by sector, Best: Technology Worst: Utilities For more stock data visit http://finviz.com/?a=532686597 $IAU $SLV $VWO $MCHI $VEA
tickeron
Posted - 01/22/24
If you have $EEM or $IEMG or $VWO in your portfolio, pay attention! https://srnk.us/go/4976109
tickeron
Posted - 01/21/24
If you have $EEM or $IEMG or $VWO in your portfolio, pay attention! https://srnk.us/go/4975094
