New ETF Could Have Right Internet Retail Moves
New ETF Could Have Right Internet Retail Moves
Emerging markets stocks are believed to be beneficiaries of Joe Biden's ascent to the White House, but investors looking to avoid potential disappointment and embrace dominant equities in developing economies may do well to consider and Internet and online retail fare.
新興市場股市被認為是喬·拜登(Joe Biden)入主白宮的受益者，但希望避免潛在失望並擁抱發展中經濟體占主導地位的股票的投資者可能會好好考慮一下，互聯網和在線零售的收益。
What Happened: Plenty of exchange-traded funds check those boxes, including the newest member of the group, the Global X Emerging Markets Internet & E-commerce ETF (NASDAQ:EWEB).
怎麼了：許多交易所交易基金(ETF)都選中了這些複選框，包括該集團的最新成員Global X新興市場互聯網和電子商務ETF(納斯達克：EWEB).
Whether EWEB proves to be a well-timed addition to the world of ETFs remains to be seen, but, appropriately so, the fund debuted on Nov. 11, which just happened to be China's Singles Day, the world's largest online retail event.
EWEB是否被證明是ETF世界的及時補充還有待觀察，但恰好如此，該基金於11月11日首次亮相，只是碰巧是中國的光棍節，這是世界上最大的在線零售活動。
Why It's Important: EWEB extends a stretch of nifty launches by Global X, marking the third such launch in about as many weeks. The issuer is one of the dominant forces when it comes to thematic funds and has plenty of successful offerings addressing both emerging markets and online retail, including the Global X E-commerce ETF (NASDAQ:EBIZ).
As for EWEB, the rookie ETF holds 49 stocks and is designed to be a diversified spin a compelling niche, that being emerging markets e-commerce, but that does lead to a massive China weighting at 74%. Brazil, South Korea and South Africa – EWEB's second- through fourth-largest geographic exposures – combine for about 18% of the fund's roster.
至於EWEB，這隻新秀ETF持有49只股票，旨在成為一個多元化的利基市場，即新興市場電子商務，但這確實導致中國的權重高達74%。巴西、韓國和南非是EWEB的第二到第四大地理風險敞口，它們加起來約佔該基金總風險敞口的18%。
China heft aside, EWEB is a credible play on rising incomes in developing economies, something data confirm is happening.
撇開中國不談，EWEB是發展中經濟體收入不斷增長的可靠機會，數據證實這一點正在發生。
“Between 2000 and 2015, EMs populations grew by 21% while retail sales per capita were nearly 3x higher, rising from $525 to $1,490,” according to Global X research. “Meanwhile, EMs share of total global retail sales rose from 32% in 2000 to 51% in 2015 while EM retail sales growth outpaced DMs with a Compound Annual Growth Rate (CAGR)of 11.4% 2000-2008 versus 5.7% for DMs during the same time period.”
“2000至2015年間，新興市場人口增長了21%，人均零售額增長了近3倍，從525美元增至1490美元。”根據Global X研究。“與此同時，新興市場在全球零售總額中的份額從2000年的32%上升到2015年的51%，而新興市場零售額的增長速度超過了新興市場，2000-2008年間的複合年增長率(CAGR)為11.4%，而同期新興市場的複合年增長率為5.7%。”
What's Next: EWEB offers long-term investors some promise as it's buoyed by factors such as rising digitization, incomes and urbanization.
下一步是什麼？：EWEB為長期投資者提供了一些希望，因為它受到數字化、收入和城市化等因素的提振。
“Wage growth is beginning to shift the socioeconomic profiles of many EMs, especially those in Asia,” notes Global X. “At a high-level, there were 3.2 billion people in the global middle class in 2017 with an estimated 150 million more joining annually. Overwhelmingly, with a projected 88% by 2023, these new entrants will be from Asia.”
Global X指出：“工資增長正開始改變許多新興市場，特別是亞洲新興市場的社會經濟狀況。”從高層次來看，2017年全球中產階級有32億人，估計每年還會有1.5億人加入。預計到2023年，這些新進入者的比例將達到88%，佔壓倒性優勢，這些新進入者將來自亞洲。
The new ETF charges 0.65% per year, or $65 on a $10,000 investment.
新的ETF每年收取0.65%的費用，即1萬美元的投資收取65美元的費用。