EEM iShares MSCI Emerging Markets ETF Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
11:26
02 сен
02 сен
Prefer U.S. and emerging market equities.
Preferred regions are the U.S. and emerging markets, because the U.S. has the most exciting AI capex and security-driven capex stories while emerging markets have modest relative valuations and benefit from a healthy risk backdrop.
Сред.
23:10
01 сен
01 сен
Emerging elections offer better asymmetry opportunities
Mercados emergentes oferecem mais assimetrias em eventos eleitorais do que mercados desenvolvidos, porque há menos concorrência de investidores; cita Turquia, Argentina, Índia, África do Sul, Colômbia, Peru e Equador.
Сред.
02:17
01 сен
01 сен
MSCI Emerging Markets Index outperforms the S&P 500 by over 12 percentage points year-to-date.
MSCI Emerging Markets Index outperforms the S&P 500 by over 12 percentage points year-to-date as ex-America trade gains momentum.
16:00
31 авг
31 авг
Strong dollar pressures emerging markets.
A stronger dollar driven by higher expected U.S. rates tends to tighten global financial conditions, makes dollar-denominated financing more expensive, and can pressure emerging markets. This is a direct downstream risk from the dollar-supportive rate environment.
Сред.
02:09
30 авг
30 авг
Emerging markets still offer significant opportunity.
She still sees a lot of opportunity in emerging markets as part of a broad global equity view after favoring a down-cap shift.
Низ.
16:26
29 авг
29 авг
Emerging markets still offer opportunity.
Emerging markets still offer a lot of opportunity even with the Fed path shifting and rates likely to increase.
Низ.
11:59
29 авг
29 авг
Emerging markets still have lots of opportunity
She still sees a lot of opportunity in emerging markets as part of a large global opportunity set, consistent with the portfolio's shift down cap.
Низ.
22:10
28 авг
28 авг
Emerging markets have stronger fiscal frameworks
Emerging markets have done fabulously well because their policy and fiscal frameworks are strong, often better than big economies, and countries that experienced crises have become more disciplined.
Сред.
21:29
28 авг
28 авг
Emerging markets stronger than advanced economies.
Emerging markets have done fabulously well because their monetary policy frameworks are strong and their fiscal frameworks are often better than advanced economies after painful crisis experiences; she says they do better than advanced economies, supporting a relative preference for emerging markets.
Сред.
22:03
27 авг
27 авг
Emerging markets hedge against dollar decline.
Emerging markets have delivered strong returns and provide an excellent hedge against a potential decline in the U.S. dollar.
Сред.
09:06
27 авг
27 авг
Emerging markets overweight on structural growth
Ninety One has a long-term overweight on emerging markets because of underlying growth dynamics, new customers and patients, and diversification benefits. Latin American financial services extending to underbanked populations and Asian healthcare opportunities are examples, with a weaker dollar a potential additional catalyst.
Выс.
23:49
26 авг
26 авг
Fintech and e-commerce still attractive.
Even though most VC attention is on AI, Dave argues fintech and e-commerce are still large, growing, and not overfunded, especially outside the US and in emerging markets, making them attractive areas despite being out of favor in the US venture world.
Сред.
20:32
26 авг
26 авг
Emerging markets are currently attractive.
Among equity indices outside the US, he currently likes emerging markets and the MSCI Emerging Markets index/ETF.
Сред.
07:01
26 авг
26 авг
Economic cycle continuation supports global equities overweight.
Concerns over the unsustainable US fiscal path will likely weaken the dollar, supporting dollar-negative sensitive assets like gold, bitcoin, and emerging market assets.
Выс.
17:24
25 авг
25 авг
Investors seek earnings safety in tech stocks.
In a world of rising bond yields and uncertainty, investors are seeking the safe haven of strong earnings growth, leading them to buy Tech stocks and Emerging Markets while avoiding traditional bond proxies like utilities.
Выс.
17:04
25 авг
25 авг
Institutional investors have pushed long positioning in S&P 500, emerging market.
Institutional investors have pushed long positioning in S&P 500, emerging market, and developed market futures to near-record or record highs, reflecting a broadly bullish global equity stance.
17:13
21 авг
21 авг
Emerging markets outperform US on fundamentals.
Emerging market stocks and bonds have outperformed the US this year, partly on fundamentals; Korea and Taiwan are benefiting from AI demand and commodity-exporting countries may be helped by commodity exports.
Сред.
03:40
21 авг
21 авг
Weaker dollar supports international, EM assets.
Because Peter believes the dollar will ultimately end up lower, he also owns international stocks and international bonds, particularly in emerging markets, which he expects to benefit from a weaker dollar.
Сред.
17:35
20 авг
20 авг
Emerging markets offer better growth and AI.
Emerging markets offer a good trade-off and are preferred over other developed markets like Europe, which are more vulnerable to Gulf geopolitical risks, with some EM markets highly geared to the AI complex.
Сред.
14:45
19 авг
19 авг
Foreign and small cap value are rebounding.
Foreign stocks, emerging market stocks, value, and small caps are much cheaper than the US market and are starting to rebound, offering explosive returns after years of underperformance.
Выс.
04:43
19 авг
19 авг
Diversify away from AI into other assets.
AI concentration risk is everywhere and growth rates will eventually decelerate, leading to a correction or fatigue. Investors should actively build diversification away from the AI factor by allocating to Treasuries, gold, real estate, European equities, emerging markets, and Japanese equities.
Выс.
14:00
18 авг
18 авг
Buy India and Southeast Asia.
Dent views India as the next China and Southeast Asia as the only other major future growth engine. India's population will keep growing from 1.4 billion to 1.7 billion while China shrinks, and India can learn from China's mistakes. After the washout, buy India, Southeast Asia, and emerging market stocks or funds.
Выс.
20:00
17 авг
17 авг
Emerging markets gain from growing consumers.
Investors should consider an emerging markets fund because emerging markets are developing, with expanding middle classes and more consumers, offering exposure beyond the US.
Сред.
11:57
17 авг
17 авг
Emerging markets supported by structural tailwinds.
She continues to hold emerging markets because structural tailwinds for many EM countries are supportive.
Низ.
16:00
14 авг
14 авг
Favor Japan and European manufacturing economies.
US equities are a crowded ~70% of global market cap, so excess returns require non-US exposure. Since America cannot reshore without help from Japan, Germany, and other manufacturing economies, he suggests moving US equity weight toward 50%, adding Japan around 15%, and sprinkling Germany, Poland, Hungary, and emerging markets, expecting at least inline returns with lower volatility.
Сред.
13:08
14 авг
14 авг
China-dependent emerging markets face demand shock.
Emerging markets that depend on China as their number one trading partner will suffer when Chinese demand falls; many are carrying high debt, contributing to global financial crisis risk.
Сред.
06:20
13 авг
13 авг
Diversify into emerging markets.
High US mega-cap tech concentration risk is pushing investors to diversify outside the US; emerging-market ETF demand has quadrupled since the start of the year, with pockets of opportunity in India and China.
Сред.
21:44
12 авг
12 авг
Active managers beat passive outside large caps
Davi argues the S&P 500 is historically concentrated and passive is crowded, so with dispersion and volatility high, active managers are now outperforming in midcap, small cap, active fixed income, emerging markets and overseas markets, and investors should tilt away from passive large-cap US equities.
Выс.
15:22
12 авг
12 авг
Resilient economy supports higher equity market destinations.
The destination for equities is still higher based on a relatively resilient economy and forward earnings estimates that continue to move higher across small caps, mid-caps, and emerging markets.
Выс.
10:00
12 авг
12 авг
Emerging markets are a cheap AI play.
The MSCI Emerging Markets Index trades at a record discount (9.9x forward earnings) versus the S&P 500 (20x), and with technology now 41% of the index—driven by Taiwan and South Korea—it represents a cheaper way to participate in the AI boom.
Сред.
Об аналитическом покрытии EEM
Buzzberg отслеживает EEM (iShares MSCI Emerging Markets ETF) в 36 источниках. Бычьих сигналов: 112, медвежьих: 1, от 126 аналитиков. Сентимент преимущественно бычий (64%). Всего отслеживаются 174 торговые идеи. За последние 7 дней: бычьих: 8, наблюдение: 3. Последние спикеры: Grace Peters, Maurício Moura, FirstSquawk.