 |
Are BRICs Favored for Overseas Investments?
by Max Magee | June 12th | Filed in: Hedge Fund and Institutional News
With the outlook for U.S. economy still uncertain, overseas markets continue to garner investment dollars, particularly among investors looking to tap into the growth engines of emerging markets. But which markets exactly are favored among tickerspy members and Pros? By looking at the most tracked single country ETFs, we can take a pretty good guess. (note that this method excludes many regional focused ETFs. In the handful of cases where there is more than one ETF for a particular country, I looked at the most popular. Number of holders/trackers are listed in parenthesis) Among members: 1. Brazil (EWZ) (207) Among Pros: 1. Brazil (EWZ) (22) 
|
| Home | Find | Research | Track | Register | My Account | Logout | Web site design by LightMix |
| © 2008 Indie research Corp. All rights reserved. |
June 12th, 2008 at 12:30 pm
I find it interesting how Taiwan is not a favorite amongst member investors as opposed to Singapore. Singapore is a more established economy and does not have the growth in the technology sector that Taiwan has. EWT is very high-tech heavy, benefiting from growth in the semi-conductor sector which has been booming there. EWS is also fairly heavy on financials, which will not be rebounding anytime soon.
I am also surprised how Russia is not a favorite amongst member portfolios. Even though the long term Russia story may not be as glamorous as the others, they will benefit greatly in the short term because of rising energy prices. Over 40% of the RSX components are in the energy sector alone.
Long EWT, RSX.