• Two Big Reasons Why China Looks Attractive Right Now

    8 monthes ago - By ETF Daily News

    Emerging markets continue to decouple from the U.S. market, making them look attractive as a value play-particularly distressed Chinese equities. Below I'll share with you two big reasons why I think China is well-positioned to outperform over the long term.
    So far this year, the MSCI Emerging Markets Index has given up about 10 percent, mostly on currency weakness and global trade fears. The S&P 500 Index, meanwhile, has advanced roughly 9 percent as a flood of passive index buying pushes valuations up and companies buy back their own stock at a record pace.
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  • China Remains A Relative Haven For Emerging Markets

    China Remains A Relative Haven For Emerging Markets

    8 monthes ago - By ETF Daily News

    From WisdomTree : The S&P China 500 is down 25% since January 26, 1 an ugly and quick plunge that fits the common definition of a bear market. Who in their right mind would use “haven” in the same sentence as “China”?
    We will, in context.
    Compared to cash in a Zurich vault, no, China is not even close to a haven. But is its equity market a haven compared to that of other nations in the emerging world? We hypothesize yes.
    The Fragile Five
    The market's current focus-and maybe the focus next year too-is the so-called “Fragile Five” current account deficit nations: Brazil, Indonesia, India...
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