ETF Areas to Buy on Fed Cuts and Trade Truce Optimism
Fed turns dovish and trade tensions ease. Amid this scenario, tech & growth ETFs could soar along with some other areas.
Vietnam ETFs: An Emerging Opportunity
Last week FTSE made its annual review of country classification within its global equity indices (see the announcement here). One of the most interesting changes was Vietnam's upgrade from frontier to emerging market.
Time for Emerging Markets ETFs?
Emerging markets are surging on a weak dollar, Fed cuts & AI-fueled Chinese tech rally. ETFs like EEM & CQQQ are outpacing the S&P 500 in 2025.
3 Reasons To Exclude EEM From Your Portfolio
With a falling dollar and no risk premium in the U.S., EMs could gain traction, but EEM might not be the best way to play it. EEM is, in my opinion, not a competitive emerging markets ETF, due to limited representation, high costs, and long-term underperformance. In my opinion, it's a “historical legacy”, still useful today only for short-term trades, thanks to its excellent liquidity.
The Big 3: EEM, LUV, GE
While emerging markets have grown significantly, @Theotrade's Don Kaufman is taking a bearish position on the iShares MSCI Emerging Markets ETF (EEM). He doesn't see its rally sticking in the mid-term.
India will benefit from U.S.-China trade war, not as much opportunity for LatAm: Mark Mobius
Mark Mobius, Mobius Emerging Opportunities Fund chairman, joins 'Closing Bell Overtime' to talk emerging markets and international opportunities.
'Sell America' trade is a 'paradigm shift', says PIMCO's Pramol Dhawan
Pramol Dhawan, PIMCO Head of Emerging Markets portfolio management, joins 'Closing Bell Overtime' to talk investing opportunities outside of U.S.
3 ETFs That Should Make the Centerpiece of Every Stock Portfolio
One Vanguard fund puts practically the entire U.S. equities market in your portfolio.
Emerging markets fund is on track for biggest drop since 2020 due to tariff fears
The iShares MSCI Emerging Markets ETF (EEM) headed for its worst session since 2020 on Friday amid rising fears from Trump's tariffs.
April 2 Volatility "Underpriced," SPY v. EEM Value
Markets are bracing for President Trump's reciprocal tariff plans set to come next Wednesday. Danny Kirsch argues those plans are still "underpriced.
EEM: A Stealthy Strong Uptrend, Still Favorable Valuation, Upgrading To Buy
Emerging market stocks have surged in 2025, with EEM up 8% YTD, outperforming the S&P 500's 4% decline. Upgrading EEM to a buy due to favorable valuation, strong absolute and relative performance, and appealing PEG ratio of 1.05. EEM offers broad diversification across sectors, with significant exposure to Financials and Information Technology, and a strong dividend yield of 2.3%.
Final Trade: EEM, BABA, MS, NEM
The final trades of the day with CNBC's Brian Sullivan and the Fast Money traders.
