1D·

Eastern European shares

Hello everyone,


In view of what is currently going on in Western Europe (debt crisis etc.), I wondered whether it wouldn't make sense to look beyond Western Europe.


Eastern Europe in particular shines with stable economic growth and up-and-coming companies.


I became particularly aware of:


ETFs:

$EAST (-0,57%)
$EPOL


Poland:

$DNP (+5,72%)
$BFT (-0,06%)


CZ:

$MONET (+0,16%)
$KOMB (+1,14%)
$EFORU (+0,68%)
$CEZ (+1,17%)


Hungary:

$RICHTER (-1,5%)
$OTP (-1,53%)
$ANY


I have long considered building up smaller positions here in order to diversify my portfolio.


What is your opinion on this?

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9 Comentários

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Very different depending on the country in my eyes. Eastern European countries have somewhat different conditions than a large Western European economy, for example, especially in terms of security and energy production. I don't see such huge opportunities in future technologies, but I could see potential in good, more conservative values (like some of the ones you suggest).
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I think your basic idea makes sense. As it is more of a macro view, I would also invest accordingly, e.g. $EAST or $EPOL. This saves you the individual research and the company risk.
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@Epi thank you... I'll add the ETFs to the overview right away
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@Epi thanks for the ETF 👍, there are some interesting dividend stocks, also in the petro sector. I want to switch Equinor by the end of the year at the latest
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I have concerns about the governments, corruption and uncertainties in the countries.
It is certain that the economy in Poland, for example, is on the rise, but things can always change quickly. That's why I'm cautious.
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I see a great opportunity for Poland, good economic growth, increasing stability. My Poland bet is $MBR 🇵🇱
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At $EAST, is this a display error by getquin? 90% USA share
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@Therapeut yes... a display error due to lack of information (or something...) At justetf there is also no info on the composition...

but here: https://www.amundietf.de/de/privatanleger/products/equity/amundi-msci-eastern-europe-ex-russia-ucits-etf-dist/lu2090063160
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If there was an East WITH Russia I would be in immediately. It's a shame that no Russia ETFs are offered here
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