Quote:
Originally Posted by Phanuthier
I think Slava, MoneyGuy and Claeren are giving us a pretty good lesson here.
Just a question for our guru's, are emerging market ETF's the last to reach the bottom of the bear and the last of the pack to begin a bull? I'm still saving a good % of $ to put into emerging markets, but I'm sort of holding off there and letting the dust settle there.
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I'm not sure that that is predictable. However, it is very likely that when the recovery starts, one of the market leaders in terms of intensity (not stimulates the recovery) will be emerging markets. Emerging markets tend to go down more than the rest of the market (as seen with EMs down much more than North America and Europe, for example) and they'll likely go up more than the rest of the markets do when they recovery starts. When to get in? I'd probably DCA in over a period of no more than six months, preferably about four months. Four months is actually what I'm doing, not in emerging markets but across the investment spectrum.