Q: Hi,
Do you think either of these ETFs would represent an opportunistic or speculative play on Russia right now or would you be perhaps more prudent and steer clear. Thank you. Michael
Do you think either of these ETFs would represent an opportunistic or speculative play on Russia right now or would you be perhaps more prudent and steer clear. Thank you. Michael
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Bank of Nova Scotia (The) (BNS $74.67)
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Vanguard FTSE Emerging Markets ETF (VWO $49.59)
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iShares MSCI Russia ETF (ERUS)
Q: Hello -
Over the first decade this century emerging markets seemed to do relatively well. Over the last 10 years or so, it appears that relative performance has been much better in the U.S.
Do you believe Emerging Markets represent good value compared to the U.S.? For instance, VWO has a PE ratio of 13, ERUS is about 7, whereas I think the U.S. is somewhere around 18 - you can correct me if I'm wrong. How much affect does a strong USD play in this recent past 10-year performance? Assuming we see a weakening USD, would that be the trigger point for the two mentioned ETF's to outperform the U.S. indices? Obviously stronger oil prices would also likely help ERUS.
What affect would this also have on BNS with it's exposure to Latin America? It's been the weak sister among the big Canadian banks. Would a weaker USD then give the BNS stock price a boost as a result?
Over the first decade this century emerging markets seemed to do relatively well. Over the last 10 years or so, it appears that relative performance has been much better in the U.S.
Do you believe Emerging Markets represent good value compared to the U.S.? For instance, VWO has a PE ratio of 13, ERUS is about 7, whereas I think the U.S. is somewhere around 18 - you can correct me if I'm wrong. How much affect does a strong USD play in this recent past 10-year performance? Assuming we see a weakening USD, would that be the trigger point for the two mentioned ETF's to outperform the U.S. indices? Obviously stronger oil prices would also likely help ERUS.
What affect would this also have on BNS with it's exposure to Latin America? It's been the weak sister among the big Canadian banks. Would a weaker USD then give the BNS stock price a boost as a result?
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Vanguard S&P 500 Index ETF (VFV $151.91)
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SPDR S&P 500 ETF Trust (SPY $623.62)
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iShares MSCI China ETF (MCHI $54.95)
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iShares MSCI Russia ETF (ERUS)
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iShares MSCI United Kingdom ETF (EWU $39.92)
Q: Thank You for continuing to be the voice of reason for the amateur like me!!
What ETF's are best for 5-10 year hold for the following markets
US S&P, UK, Germany, China, Russia, Asia (general), South America (general), Africa (general). Looking to take advantage of weakness and average in.
What ETF's are best for 5-10 year hold for the following markets
US S&P, UK, Germany, China, Russia, Asia (general), South America (general), Africa (general). Looking to take advantage of weakness and average in.