This interview was fantastic and I will check out his book! Regarding ETFs, they are often flawed (poorly constructed) BUT for your typical American retail investors, they offer quick diversification with low fees and often decent liquidity. You just need to be aware of the flaws-risk...
SEE MY RECENT ARTICLE TO UPDATE ONE I DID 10 YEARS AGO ABOUT VIETNAM'S ETF:
"VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade
- The VanEck Vietnam ETF (VNM) better reflects the Vietnam market than 10 years ago, but remains flawed e.g. 10% exposure to Taiwan listed stocks, 29% weight in real estate & 12.6% weight in financials."
Quite a few actionable thoughts for someone like me who has close to zero investing experience in Asia. Thank you!
This interview was fantastic and I will check out his book! Regarding ETFs, they are often flawed (poorly constructed) BUT for your typical American retail investors, they offer quick diversification with low fees and often decent liquidity. You just need to be aware of the flaws-risk...
SEE MY RECENT ARTICLE TO UPDATE ONE I DID 10 YEARS AGO ABOUT VIETNAM'S ETF:
"VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade
- The VanEck Vietnam ETF (VNM) better reflects the Vietnam market than 10 years ago, but remains flawed e.g. 10% exposure to Taiwan listed stocks, 29% weight in real estate & 12.6% weight in financials."
https://emergingmarketskeptic.substack.com/p/vaneck-vietnam-etf-vnm-risks-july2022
Digging Deeper: Vietnam's Stock Market Reforms and Frontier Market Status Update (July 2022)
- Vietnam’s frontier market status update; foreign ownership rules; Vietnam stock market reorganization plans, problems, reforms & manipulation rules; and general some Vietnam market commentary.
https://emergingmarketskeptic.substack.com/p/vietnam-frontier-market-status-update-july2022
Awesome to see you branch out your content like this Michael! Keen to see more 🙏