EEM: Emerging Markets Remain Off My Buy List
Despite some positive indicators, the broader emerging markets equity market remains less attractive compared to US equities. Historically cautious on EEM, and current analysis supports maintaining a "hold" rating due to ongoing risks. Continue to see value in large-cap US stocks, making a shift to EEM seem misplaced at this time.
Opportunity Knocks for Emerging Markets ETFs
Last Monday's sell-off knocked the wind out of many riskier market plays, including emerging markets. Naturally, this led to strong outflows for many funds providing emerging market exposure.
Sentiment Leads The Market; The Fed Follows
The Market Pinball Wizard Avi Gilburt discusses how market forces influence the Fed's decisions. Predicting a sizable decline in the DXY in the second half of 2024 followed by a multi-year rally.
EEM: Likely Modestly Undervalued With Diversification Benefits
iShares MSCI Emerging Markets ETF provides exposure to large and mid-sized companies in emerging markets with over $19.4 billion in assets under management. Recent positive net fund flows indicate a potential reversal in performance, with a focus on geographical exposures and valuation metrics. EEM appears somewhat undervalued and diversified, with potential cyclical sensitivity and an implicit USD hedge, making it a possible bullish option for investors with allocation limits advised.
ETFs to Boost Gains Amid Rising Rate Cut Expectations
Recent unemployment data supporting a "soft economy" narrative, increases the market expectations of a rate cut starting in September. Look into areas to gain.
Innovator Debuts 2 International Buffer ETFs
On Monday, Innovator grew its lineup of Buffer ETFs with the launch of a pair of new funds. Both the Innovator International Developed 10 Buffer ETF (IBUF) and Emerging Markets 10 Buffer ETF (EBUF) are actively managed funds.
Emerging Markets are Back: How to Tap into the Growth
Investors are rotating into emerging markets after a long hiatus. Jumia offers a unique way to tap into Africa's growth.
Emerging-Market Stocks Are Breaking Out, and Could Beat the S&P 500 From Here
If earnings growth of companies in emerging markets rise as expected, and confidence in the global economy holds, the stocks could outperform other indexes, such as the S&P 500.
