Anyone else getting into internationals lately? Seeing quite a few articles about emerging market and borderline developed markets doing well right now. Many have been under priced for years and some since the '08 recession. The weaker dollar continuing would be very helpful here.
I am into India – INDA, Vietnam – VNM, Poland – EPOL, Mexico – EWW, Brazil – EWZ, and Chile – ECH.
INDA getting some tech love from the flight from China. EWW just doing well, has been coming out of a dip since 2008. Has come up a lot already but may just be on the way to new highs. ECH has lithium and in general a stable SA country. Crossed solidly above the 200 week average for the first time since 2019. VNM trying very hard right now to open up their economy and get recognized as an emerging market in the next 18 months. Poland and Brazil maybe not as high conviction but seem like good bets.
Countries with growth and new investments from international firms in general.
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