Archive | China ETFs

Great Rotation? ETFs Encounter A Different Kind Of Shift In 2014

Whatever happened to the “Great Rotation?” You remember the predictive theory that ultra-low yields would encourage investors to rotate out of bonds and into stocks. The notion picked up steam shortly after the Federal Reserve announced its intention to taper its quantitative easing (QE) program in May of 2013. Yield-sensitive assets of all stripes — [...] Continue Reading...


Smoking Hot Emerging Market ETFs: The Real Thing Or Just Another Head Fake?

In a matter of weeks, funds like Vanguard Emerging Markets (VWO) surged forward by as much as 8.5%. Do investors suddenly believe that Russia, Brazil and China will collectively get their developing economies back on track? Not necessarily. Is the investing community waking up to the 40% price-to-earnings (P/E) discount for shifting capital into emergers [...] Continue Reading...


How To Buy Emerging Market ETFs With Greater Confidence

In aggregate, emerging market stocks trade at a 40% price-to-earnings (P/E) discount to developed U.S. stocks. Does that make emergers cheap? Not necessarily. A number of analysts have pointed out that the 10-year P/E of 25 on U.S. equities has only been surpassed at three other moments in history (i.e., 1929, 2000, 2007). It follows [...] Continue Reading...


Three Big Time Trends That ETF Investors May Miss

How do stock market benchmarks pop 1% out of the blue? Check your Twitter news feed. Crimea voted to join Russia as everyone anticipated. Industrial production rose more than expected in February. And the second largest e-commerce site in the world, China-based Alibaba, is getting increasingly close to an IPO date. In essence, buying the previous [...] Continue Reading...


Is The Bear For Gold-Oriented ETFs Over?

Non-residential construction, home building and manufacturing have been decelerating. Nowhere is this more evident than in the new 52-week lows being set by industrial metals like iPath Copper (JJC) and multi-sector metals investments like PowerShares DB Base Metals (DBB). The latter tracks a rules-based index composed of futures contracts in widely used metals like aluminum, [...] Continue Reading...


An Easy Way To Insure Against A Big Loss With Your ETFs

One of the more noticeable trends in the current U.S. stock bull has been the flip-flopping of the bears. Steven Russolillo at WSJ.com recently profiled a variety of prominent voices who received accolades in the past for extreme pessimism. Yet, even as price gains started to pile up in 2009, 2010, 2011, 2012, these folks [...] Continue Reading...


5 ETF Indicators Battle The Risk-On Herd

Shares of Gilead, Netflix and Tesla have rocketed to record peaks. The S&P 500 is on track for its best monthly performance since October. And the overwhelming majority of CNBC commentators assure viewers that the bullish case for stocks rests on a solid foundation. While there may not be a compelling reason to abandon broad market [...] Continue Reading...


China ETF Bashers Cannot See The Forest For The Trees

The case against investing in China ETFs goes a little something like this: The world’s second largest economy grew at its slowest level in 14 years at 7.7%. Local government debt has surged 67% since 2010. Meanwhile, home prices from Beijing to Shanghai have more than doubled over the last 10 years such that real [...] Continue Reading...


ETFs Let You Invest With Your Head, Rather Than Your Heart

If anyone would have told me in 2011 that the “China neighbor” theme would struggle for as long as it has, I would have dismissed the argument outright. I had lived in places like Taiwan, Thailand and Hong Kong. I had visited a stock exchange in the Philippines, insurance institutions in Singapore as well as [...] Continue Reading...


Why Across-The Board Negativity On Commodity-Related ETFs May Be Misplaced

Investors are punishing commodity-rich countries yet again. As popular developed market funds like iShares MSCI United Kingdom (EWU) prosper, iShares MSCI Canada (EWC) and its heavy energy allocation keep the exchange-traded tracker languishing near 52-week lows. Similarly, iShares MSCI Frontier Markets 100 (FM) continues attracting buyers, whereas copper king Chile via iShares MSCI Chile (ECH) [...] Continue Reading...


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