Vanguard Emerging Markets Stock VIPERs (VWO)

All Comments on VWO

  • commenter
    Oct 11 02:25 PM
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    Key Asset Class Returns of the Week [view article]
    Andrew, I would if they had public funds with prices my software could download. Mostly I focus on passive index funds in these tables. There are passive index and rules driven commodities funds in the list from Barclays and Deutsche Bank. Sorry I don't have the active managed futures funds. Reply
  • commenter
    Oct 11 02:18 PM
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    Key Asset Class Returns of the Week [view article]
    Hello Richard.. I would suggest you might add Managed Futures on your list... Depending on the CTA... they have seemed to have held up and been proftable...

    Andrew Abraham
    myinvestorsplace.com
    Reply
  • commenter
    Oct 07 12:29 AM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    Didn't Templeton tell us to buy at the point of maximum pessimism? Reply
  • commenter
    Oct 06 11:33 PM
    My Website
    Opportunity in Emerging Markets Amidst This Panic [view article]
    If you buy in, just please be sure to have your exit strategy in place at all times. Don't forget this most important crucial first step. Its as important as the entry criteria you decide upon. And make sure its adjusting as it needs to. Otherwise you end up with something as lame as a trailing stop which has no bearing to what's going on with the stock or market. Reply
  • commenter
    Oct 06 11:13 PM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    People must eat. Biggest country is China.
    1 billion Chinese love pork.There are two
    well established pork conglomerates:
    HOGS and FEED making profits hand over
    pigs feet.
    2. People get sick. TEVA is making and selling
    medicine all over the world at more affordable
    cost.
    3. Some innovative biotechs are begging to
    be bought at these prices: ARNA and SGEN
    are my favorites. CRXL is an oyster with
    incredible vaccin power.

    Puritan (71)
    Reply
  • commenter
    Oct 06 08:10 PM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    Today I dipped my toes in the water so to speak by buying 10 more shares of BIK (a low-expense BRIC etf). This magical $140 seems pretty low right now, but I am on a 15-20 year time frame, and I expect dramatic reversal of fortunes. Do I think I properly picked the bottom? By no means did I even try, but tried-and-true techniques such as dollar-cost averaging do play a big part in a long-term portfolio.
    Reply
  • commenter
    Oct 06 06:28 PM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    "It is not out of the realm of possibility that this could turn into a once-in-a-century financial and economic Armageddon like the 1930s, but that outcome is extremely unlikely".
    I think you might be in the DENIAL phase.
    Reply
  • commenter
    Oct 06 06:20 PM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    Most of the emerging markets rise correlates to the dollars decline until that reverses those markets are dead. Reply
  • commenter
    Oct 06 03:22 PM
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    Opportunity in Emerging Markets Amidst This Panic [view article]
    Although you note that ¨the MSCI Emerging Markets index is valued at just over 10 times trailing earnings¨, that only means that the fund is undervalued by historical valuations. That however doesn`t help you that much in determing whether the markets are going to fall much further.

    I´m currently abroad in Argentina, and after spending a whole lot of time learning about emerging markets, it´s not really a case of whether the market that you´re investing in is in a recession, it´s more about what the people that invested in those countries are doing with their capital. Emerging markets have always been seen as a risky investment, and I can guarantee you that we´ll see huge flights of capital as people continue to panic. Economies can´t grow without capital, and that in turn fuels recession.

    This is going to be the case especially in countries like Brazil that experienced huge booms in capital, since the sucking away of capital will leave that country all the more hurting (i.e. Boom Crash theories). These are export driven economies, and they can´t grow if international consumption isn´t growing. Thus, you can´t look at these markets as isolated situations. Consumer confidence in the U.S. influences these countries´ economies way more than we would like to think, and I really don´t think that people really appreciate how significant emerging market growth hinges on world capital supplies and general consumption.

    At this point, calling a bottom in any market, not to metion emerging markets, is like trying to catch a falling knife. Have fun with that.
    Reply
  • commenter
    Oct 06 02:46 PM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    The only trade in EM is the EEV(double short), on any rally it is a screaming buy for traders. $90 to $140 in less than 10 days. The trend is your friend in EEM and the trend is broke big time. Reply
  • commenter
    Oct 06 02:03 PM
    My Website
    Opportunity in Emerging Markets Amidst This Panic [view article]
    No doubt emerging markets are where it's at, though the problems with the US economy are far from over. The tax base is diminishing and government spending is increasing; this growing budget deficit, coupled with a trade deficit, is a recipe for currency devaluation. The dollar's struggles are at the heart of the US economy's problems, and in spite of this short-term rally, the fundamentals remain unchanged; if anything, they've worsened. Those who understand that the current economic situation, like the Great Depression of the '30s, is a result of terribly monetary policy by the Federal Reserve, know this. First comes the boom, then comes the bust. Last time around it was the Roaring 20s and the Great Depression; this time around it was the tech stocks bubble and housing bubble followed by the massive credit crunch (which the Federal Reserve is making worse through its deeply inflationary efforts, just as it did during the Great Depression).

    A sound portfolio will be in precious metals, commodities, emerging markets, and foreign currencies. Yes, now is a great time to buy as the dollar's strength won't last too much longer. 2009 is going to be a year to remember.
    Reply
  • commenter
    Oct 06 01:46 PM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    Pardon me, but in another few months, we will be an "emerging market." Reply
  • commenter
    Oct 06 01:41 PM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    Chris B - I agree, now is opportunity, but not for recommendations.

    Fortunes "can" be made in times like these, but just as much "can" be lost.

    I love the emergings, and will go long as soon as I feel there is something worth taking a stance on. Wild 7% swings in equity markets worldwide are not a sign of confidence to go long, particularly as the global liquidity catastrophe is beginning to get in the spotlight.

    I for one have been saying that this correction has been coming much longer than 4 months, and we won't even begin to see clearly until the DOW is around 8500. There is no end in sight for emerging exposure at this point, and you are simply throwing your money away (short term).

    Not to worry.
    Reply
  • commenter
    Oct 06 01:09 PM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    wyosteven,
    The action that the author is taking and defending is increasing portfolio exposure to int. equities by 1-3%. In other words, barely dipping a toe in. If the market drops even more, the author will probably take another nibble. If today IS the bottom, the author will live a lifetime of regret for not jumping all in. Fortunes are made at times like these, and stocks are being put on sale, then on clearance, then on 'absolute liquidation!' and so on. The name of the game is figuring out what won't be cheaper next week. Get it wrong and you might have to watch prices drop another 10-20-30% before beginning their inevitable long rise.

    I agree with the author that all this depression talk is a bit wild-eyed. It seems like most commentators and investors simply look at the last 4 months or so and declare that pattern to be the future.
    Reply
  • commenter
    Oct 06 12:32 PM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    There is no place to hide in stock allocation, this is true and when this is over in a few years as it will be as "This too shall pass" I will have bought more as I am doing now with all my broad ETF's including, VTI, VXF, VWO and ADRE. Reply