The strength in EmergingMarkets isn’t just a weak $USD trend.
The big move in China equities & the $RMB appears to indicate investors realizing Fed is stuck in a bad place while China has room to grow & even stimulate. How do you justify increasing investments in a country.
$iShares MSCI China ETF (MCHI.US)$ $iShares MSCI Emerging Markets ETF (EEM.US)$ $Kraneshares Tr Msci Emerging Markets Ex China Index Etf (KEMX.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $Kraneshares Tr Bosera Msci China A Sh Etf (KBA.US)$ $iShares China Large-Cap ETF (FXI.US)$ $Global X Funds Global X Msci China Real Estate Etf (CHIR.US)$ $Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$ $USD/CNY (USDCNY.FX)$ $S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$
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Spinee OP : Where its central bank is battling inflation, a banking crisis, and soaring deficits? Just need a small change of allocation to make a big difference in underallocated markets like China and EMs.
whqqq : Couldn't agree more :)