VNM

$VNM

Stock

17.20
-1.83%
Post

Everything the Traderforum community is saying about $VNM. Real ideas, analysis and live bull/bear sentiment — free and open.

Discussion mentioning $VNM

12
ARr/set-thai·by u/anna.rossi·35mAnalysis

VNM ยังลงต่อหลังหลุด 17.200

เห็น $VNM ยังคงปรับตัวลงหลังหลุดแนว 17.200 ไปเมื่อเช้า วันนี้ปิดที่ 17.225 แต่มีช่วงลงไปต่ำ 17.1305 แสดงให้เห็นแรงขายยังมีอยู่ ใครมีของต้องระวัง หรือมองหาจังหวะสวนกลับต้องคิดดีๆ

2

EM currency hedges for long-term equity positions - thoughts?

Been diving deeper into EM equities, specifically longer-term holds in countries like Vietnam ($VNM) and India ($NSEI). My concern is the currency volatility - even good companies can get dragged down if the local currency weakens significantly against the USD. For those of you holding these for the long run, do you actively hedge your currency exposure, or do you view the currency risk as just part of the EM equity game? I've seen some options strategies discussed but the cost often seems prohibitive for smaller positions.