Nov. 5 at 1:59 PM
$EWZ $FBZ $IFN $VNM $EEM
I’ve been suggesting for at least one year to keep accumulating emerging markets.
Brazil will experience a great mark up period as the USD rolls over.
While I do still see India as the country with the most growth in the next 20-30 years, Brazil is going to outperform.
EWZ and FBZ for full Brazilian exposure.
AEF is a great closed end fund that holds China, India, Brazil and many other emerging market companies.
I like VNM as well.
It’s not if, it’s only when, that emerging markets will outperform US equities.
This fund is trading at a 17% discount to NAV and currently yields 8.64% on quarterly distributions.
Watch for KWEB and MCHI to make some solid gains soon as well.
https://www.cefconnect.com/fund/AEF