Banned Chinese Companies: More Selling to Come?
We found 178 ETFs that still have some exposure to banned Communist Chinese Military Companies and their Affiliates.
These 3 China ETFs are Oversold and Undervalued
In little over a week since President Trump’s tweet announcing tariffs on many Chinese goods would rise from 10% to 25%, the 28 Chinese equity funds in our database have lost an average of 10.4%, which is more than double the drop in the S&P 500 SPDR (SPY) since then. Many of the Chinese ETFs…
March Fund Flows: EM ETFs Hoover Up Assets
The flood of money into ETFs continued in March, though not quite as robust as first blush. According to our database, equity funds saw roughly $39.6 billion in new money for the month, while Bond ETFs captured some $9.2 billion, representing increases in overall assets under management of 1.8% and 1.9%, respectively. However, after adjusting…
2016 ETF Flows: Money Floods into Bonds, Emerging Markets
Twenty-sixteen is likely to go down as another record year for passive investments. According to Morningstar, investors plowed $429 billion into ETFs and other index funds in the first 11 months of the year, while yanking some $285 billion from traditional actively managed mutual funds. ETFs probably garnered about half of cash tsunami that flowed…
Still Value in Emerging Market Bonds
Investors have put record amounts into Emerging Market bond ETFs for the past two quarters. But with so much money chasing yields, is there still good value to be had? To find out, we examined the iShares J.P. Morgan Emerging Market Bond ETF (EMB), the largest and most liquid fund in this category, with about…
Thai ETF Gains in Wake of King’s Passing
The iShares MSCI Thailand ETF (THD) is up more than 3% today even as the broader Emerging Markets ETF (EEM) is off about 1%. In what may be a reverse case of “buy the rumor, sell the news”, Thai stocks had declined about 10% in recent sessions on worries that King Bhumibol Adulyadej’s poor health was unstable and…
Investors Flee Euro Area, Not U.K., in Q3
ETF investors yanked more money from funds invested in the Euro zone than they did from the United Kingdom in the third quarter of this year. Overall, Euro-area assets saw net outflows[1] of about $5 billion, or 4.9% of their net assets at the start of Q3. Some individual countries in the Euro saw much…
August 2016 Fund Flows: Investors Bet on Emerging Markets
Emerging Market ETFs—both equities and fixed income—were the big winners in the battle for assets in August. Among equity funds, developed markets captured 73% of all net flows[1], while emerging markets captured 27%. That’s fewer absolute dollars being allocated to emerging markets, but that 27% is still nearly triple the category’s 9.7% slice of the…