Marco (@RABINATOR) su getquin

Marco

@RABINATOR

2Settimana·

What do you think of the $EIMI (-1,85%) ETF ?

I think the future belongs to the BRICS countries and there is a lot of growth potential in these countries.

Do you have the MSCI Emerging Markets ETF in your portfolio and what do you think of the BRICS 🙋‍♂️💪✌️

13 Commenti

Enrique@Der_Dividenden_Monteur

2Settimana

If the future belongs to South Africa, then good night.

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Rmann@Epi

2Settimana

EMs are attractively valued after years of underperformance.
But why do you think the future belongs to the BRICS?

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Dividenden-Penner@Dividenden-Penner

2Settimana

Does the future belong to BRICS? 🥸 So why do so many people from the BRICS countries want to emigrate to Western countries and almost no one wants to immigrate there (with the exception of the UAE)?

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Volka Putt@5julian5

2Settimana

invested, but not overweight. The Yank (+ West) will not simply be replaced like this

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Felix@Felix_1988

2Settimana

About the ETF:
For me, $EIMI is far too China/Taiwan-heavy. According to ishares, together they account for 44.29%. With the aggressive policy of the Chinese government, the risk is too high for me.

The only EM countries that interest me (Mexico, Indonesia) are simply extremely underweighted in the ETF.

Can anyone explain to me why South Africa is weighted higher than Mexico?

On BRICS:

Russia:
War of aggression + economic suicide
China:
Increasingly nationalistic, repressive, demographically questionable.
India:
Currently doing quite well. But still has a lot to do to combat poverty
Brazil:
As always dependent on raw materials, little else going on.
South Africa:
Many companies would actually like to leave the country (e.g. BMW, Mercedes) but shy away from it for political reasons.
Iran, Egypt, Ethiopia, UAE....

There is often talk about the potential of EM and BRICS. For various reasons, there is hardly any lifting.

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