Carl Delfeld looks at the largest and smallest companies in emerging markets and his conclusion is to use exchange traded funds as well as closed ended funds to buy into South East Asia.
Of course the top companies on the list were from China, India and Brazil, the countries you hear most about. But looking at the smallest companies, Delfeld sees potential in countries such as Thailand and Indonesia. Thailand is one of the cheapest markets in the world and it is up 10.5% so far this year. Indonesia is Asia’s best performing market, up 27% for the year.
To take advantage of these emerging markets, investors can look at the Thai Fund () and the Indonesian Fund (), both close ended funds. For ETFs, there are high-quality markets like iShares MSCI Singapore (EWS), iShares MSCI Australia (EWA) and iShares MSCI Hong Kong (EWH).
The opinions and forecasts expressed herein are solely those of Tom Lydon, and may not actually come to pass. Information on this site should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any product.