1Anno·

After some thought and consideration, I have decided to reduce the emerging markets focus to one country.

I am taking the money for this from the $SEDY (+0,91%) and the $EXXW. (-0,1%)

Of course, I have deliberately invested heavily in the Indian market. There is no dividend either (@Fabzy like that). But since I look at my ETF portfolio separately anyway, that's not so tragic.


I think that India still has a lot of potential and I definitely like being invested in India better than in China. Brazil would also be interesting, but I'm not quite sure about that politically.

Vietnam would also be something. But for now I'll stick with India.


Below you can see me looking at a few companies in a café during my last vacation in India. As you can see, India as such has won me over.


P.S. Yes, it has become the Franklin, despite a lower volume than the MSCI India. But I like the concept as such better and the TER is much lower (only 0.19%).

attachment
24.11
Franklin Templeton FTSE India ETF logo
Acquistato x63 a 33,16 €
2.088,77 €
38
43 Commenti

immagine del profilo
Interesting considerations. Can you briefly explain why South America didn't stick around? After all, India is one of the most expensive stock markets in the world.
2
Visualizza tutti 9 ulteriori risposte
immagine del profilo
"Anyone who buys British American Tobacco or Unilever shares in their portfolio, for example, indirectly participates in the Indian subsidiaries of the two companies via this "detour" with 28% or 37% of the invested amount." The plus of my 0.4% share in the etfs is enough for me 😅 A short, detailed report on India? If you haven't read it yet: https://abilitato.de/indische-aktien-kaufen-einfuehrung-fuer-aktionaere/
2
Visualizza tutti 3 ulteriori risposte
You can get in with savings plans... but there are better investments.
1
Do you always take the pictures with ChatGPT?
1
Visualizza tutti 6 ulteriori risposte
immagine del profilo
I also have India. I think it's a good market
1
immagine del profilo
I see. So I think the combination of India and Brazil is pretty interesting in the long term.
1
Mostra la risposta
immagine del profilo
I am interested in his AI image program 😅😍
1
immagine del profilo
I have overweighted Brazil in the EM
1
immagine del profilo
I absolutely understand your decision.
1
immagine del profilo
If you're only looking to invest without China, there's this ETF: $EMXC. I don't think the breakdown of countries is bad either.
Visualizza tutti 2 ulteriori risposte
Partecipa alla conversazione