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3Año
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3Año
@Jasonswords2000 Yes, I understand. But I am glad that the SRI here weights China with only 20% and not like many other EM with 30%.
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@Jasonswords2000 Whether a crisis is coming or whether it is already there or has even been there can only be seen in retrospect. MSCI World is certainly not a bad idea, but then the crisis may not hit the U.S. so hard, because they are so overweighted there. I have a 50/30/20 strategy and stick to it, because I think that diversification in emerging markets is the best hedge.
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3Año
@Jasonswords2000 There are alternatives for China skeptics, e.g. $EXCH or $IEMS
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3Año
@Epi Yes, but you still have the China-Taiwan risk, as I like to call it.
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