View Single Post
Old 03-05-2008, 05:23 PM  
Vendot
Confirmed User
 
Industry Role:
Join Date: May 2002
Location: Malaysia
Posts: 3,376
Hey Hershie, now you're talking! Some good leads there.....

You might look into India as its less mature and is considered to be far less reliant on the US than China and therefore less vulnerable to a US recession.

Im already doing well on India but im also starting to examine Brazil right now as it really seems to be taking off. I wonder what its vulnerabilities might be though in the latin america side of things.


Quote:
Originally Posted by hershie View Post
A popular way to invest is through the ETF FXI which holds 25 of the largest public companies in China. Here are the ETF's top holdings:

Holding Dollar Value % of Total Portfolio
CHINA MOBILE LTD N/A 10.45
CHINA LIFE INSURANCE CO-H N/A 8.91
PETROCHINA CO LTD-H N/A 7.84
IND & COMM BK OF CHINA - H N/A 5.84
CHINA CONSTRUCTION BANK-H N/A 5.82
PING AN INSURANCE GROUP CO-H N/A 5.37
CHINA SHENHUA ENERGY CO - H N/A 4.52
CHINA MERCHANTS BANK - H N/A 4.11
CNOOC LTD N/A 3.99
CHINA COMMUNICATIONS CONST-H

Here's more detail: http://www.etfconnect.com/select/fun...sp?MFID=136505

I'm a big fan of emerging markets and hope they will continue to do well even if the US falls further into recession.
__________________
"In a Time of Universal Deceit, Telling the Truth is a Revolutionary Act." - George Orwell
Vendot is offline   Share thread on Digg Share thread on Twitter Share thread on Reddit Share thread on Facebook Reply With Quote