Quote:
Originally Posted by vendot
Hey Hershie, which emerging markets interest you these days? Which are at the earliest stages in growth?
Definitely worth looking into India. I know a lot of funds in the UK avoided India for a long time because it just doesnt yet have the image and its infrastructure isnt as developed as China. A whole range of India funds came online in the two years because the growth has been so significant.
There was approx 20% correction in Dec through Feb in the India markets... good way in.
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Right now I am only into a few mutual funds with EM exposure, a BRIC ETF, FXI and VWO (I like Vanguard's EM ETF rather than EEM as the MER is so much cheaper with similar holdings). I have no other country specific EM holdings and it represents about 15% of my total portfolio.