Saturday, September 11, 2010

Emerging Markets - India and ETFs - is this the way to go ?

Emerging Markets
We understand the emerging markets have run up a lot talk about BIC, are second satellite emerging countries , i try to call them the EMERGING Small Caps such as Austria, South korea, South Africa, Turkey etc have also run up a quite a bit
Given such a scenario, with the US domestic market in a Head and shoulder pattern are there real opportunities in Emerging markets on a PULL back or minor correction
Certainly i think so, watch for a decent 10% correction to come before end of calendar year on the emerging front may be driven by China and entering into a good blend emerging ETFs would be a very good approach

FOllowing are some of the good ETFs we are looking at