EEM iShares MSCI Emerging Markets ETF Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
13:00
Oct 14
Oct 14
Monetary Matters
GMO overweight emerging markets.
GMO is overweight emerging markets, in part because they offer exposure to markets like Korea and Taiwan where AI-related profits have grown faster than prices.
EEM
iShares MSCI Emerging Markets ETF
Long
1ST
Position: Holding
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17:37
Oct 10
Oct 10
Bloomberg Markets
EM favored over developed international markets
Amanda Agati, CIO at PNC Asset Management, says that when it comes to international positioning she sees some opportunities in emerging markets and would go EM over developed international. This is a relative preference within the international part of the portfolio. Overall she still favors US equities over international, calling the US the best house on the global block because of strong expected earnings growth. She has also been underweight developed markets, meaning Europe, because of fiscal challenges and fast rising rates there, which makes EM the better choice within international. EEM is used here to represent her emerging-markets view. The source does not confirm that she or PNC owns this ETF.
EEM
iShares MSCI Emerging Markets ETF
Long
1ST
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19:00
Oct 05
Oct 05
Wealthion
Index diversification masks a concentrated AI bet
Lazy index exposure has become a single AI/semiconductor bet. An 80% allocation to MSCI ACWI makes one big bet on an AI outcome, and MSCI Emerging Markets is roughly 50% semiconductors through Samsung Electronics, SK Hynix, TSMC and others, so investors have far less diversification than they think.
EEM
iShares MSCI Emerging Markets ETF
Avoid
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About EEM Investor Commentary
Across the available history and selected sources, Buzzberg tracks EEM (iShares MSCI Emerging Markets ETF) across 61 sources: 327 bullish vs 4 bearish calls from 286 authors. Historical directional balance: 75% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 430 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 1 other directions. Latest voices: Ben Inker, Amanda Agati, Rupert Mitchell.