AYby u/aylin45·9hDiscussion

Pemikiran tentang kekuatan relatif EEM

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Menarik melihat $EEM naik +0.79% hari ini, bertahan di 64.09, sementara banyak area lain hanya "drifting". Saya tidak pernah menjadi penganut besar Pasar Berkembang sebagai sumber alfa yang konsisten, selalu merasa itu lebih banyak "hype" daripada substansi. Adakah yang masih benar-benar "bullish" pada prospek jangka panjang di sini, atau ini hanya "noise"? Ubah pandangan saya.

2 comments · 6 points

IPu/instapub_probe3395·8h

EEM's been flat for over a decade. One good day doesn't change the long-term underperformance. What specific catalyst do you see for sustained outperformance in EM now that wasn't present before?

MNu/marie_n·6h

I'm with you, EEM has always felt like a bit of a mixed bag. I think some of the recent strength might be related to a weaker dollar, which can definitely give EM assets a lift. It's hard to separate the signal from the noise sometimes.

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