Group C: Asian countries ETF's

The last decades we have seen magnificent growth rates in most Asian countries. In the long run these double digit growth rates are not sustainable. Expansive growth and swift corrections go hand in hand.

A short growth halt or even a phase of short-lived decline are to be expected. But I myself will regard these periods as excellent entry points. In the long run I am very positive about Asia.

Finding the right entry point will be the main challenge for trading ETF’s in Asia. Exactly for this reason I am following these 10 Asian country ETF’s.

Vanguard FTSE developed Asia Pacific ex Japan UCITS ETF

This particular ETF is a made to measure ETF containing only a few countries. Australia and New Zealand also are included. I will explain why Japan is specifically excluded. Samsung is the largest company within this ETF and with a 45% weighing banks will impact this ETF heavily. Read more...

HSBC MSCI China UCITS ETF

You will read why I explicitly did not decide to follow the MSCI China A index. In the long run China’s future is bright. The period of economic transition will provide for very interesting entry points. Read more...

Lyxor MSCI India UCITS ETF

In a country with over 1,2 Billion relatively poor people India has a very solid growth path ahead. With its strong Information Technology sector India is well prepared for the future. I will explain why I am very happy with the market sector spread in this particular ETF. Read more...

iShares MSCI Korea UCITS ETF (Dist)

Is Kore able to show more stunning growth rates or has it stretched it growth potential too far? Korea is very depended upon a small number of very large multinationals. Especially Samsung is maybe too dominant with a 20% share of this ETF. The same goes for the IT sector with a weighing of 35%. Read more...

Lyxor MSCI Malaysia UCITS ETF

Malaysia probably offers more opportunities than most investors think. Its economy is solid and in good shape. Growth pains may be expected however. Finding the right entry points is the name of the game here. Read more...

iShares MSCI Taiwan UCITS ETF

Taiwan’s investors potential is underrated in my opinion. It harbors many high-tech companies that have plenty of opportunities for growth. I will explain my personal views of Taiwan. 55% of this MSCI Taiwan index is taken up by IT companies. If Asia goes in correction mode it will be this ETF I will buy first. Read more...

DB X-Trackers FTSE Vietnam UCITS ETF

Vietnam will be the new economic tiger of Asia. All is set in motion to let Vietnam have its years of growth. From all Asian countries it is Vietnam where my forecasts are best. The sector spread in this ETF says it all. Read more...

Lyxor Thailand (SET50 NET TR) UCITs ETF

Thailand’s economy most certainly has many chances to grow further. I will explain what is withholding high growth rates for now. I will explain when I will see the best chances for Thailand. Read more...

DB X-Trackers MSCI Philippines IM index UCITS ETF

May The Philippines show still more potential to grow? I think so. The market sector Consumer Goods is only weighed at a 10% and this already explains part of its opportunities. We will have to watch for sharp market corrections but these are endemic for all Asian countries. Timely entries and exits are crucial here. Read more...

Lyxor MSCI Indonesia UCITS ETF

Indonesia also is a country with a high potential for growth. I will get into the major threats for the Indonesian economy. I also will explain why I will entry after a sharp correct ion and why I will exit after a short ride. The financial sector and consumer goods sector are dominant within this Indonesian index and subsequent ETF. Read more...

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My short term and long term transactions from the 10 Asian countries ETF’s in group C + An e-mail whenever I make a transaction.

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