2024-02-20 04:26:00 ET
Summary
- China’s weight in the emerging market universe is typically 30% of the EM benchmarks, but (in my opinion) China remains uninvestable.
- Whether it’s international or emerging markets, or the equal-weight S&P 500 or the Russell 2000, or the S&P 400 mid-cap, there are places you can look for uncorrelated return outside of the main US equity market indices, without timing the markets.
- With the higher US “real” interest rates in the US Treasury market, it makes it tough to see a prolonged weakening in the dollar, vis-a-vis Europe or anywhere else.
The above spreadsheet shows the annual returns for many international benchmarks, but also included are some noted international funds like Oakmark International for comparative display....
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For further details see:
International Annual Returns And Top 10 Holdings