After the 2024 extremely high 2024 in the U.S. stock market, investors are getting better returns from stocks outside the red, white and blue borders, at least for now.
Take your own job President TrumpEuropean and Chinese stocks performed very well than the U.S. stock market. this S&P 500 Since January 20, it has risen more than 1% since the end of Thursday Latest saleand based on a wide range of MSCI China ETF Up about 17%. this iShares Eurozone ETF Around 6% increase over the same time span. this iShares China Big Hat ETFAt the same time, the growth was about 16%.
this Dow Jones Industrial Average There has been little positive gains in the past month.
The U.S. tech leaders are the best competitors in the market. this Invesco QQQ ETF Growth about 2.5%, while Kraneshares CSI China Internet ETF Up about 20%.
China and Europe have led the S&P since the inauguration.
Emerging market stocks outside China also outperform U.S. stocks, even though they lag behind major powers in Europe and China, ishares MSCI Emerging Markets ETF Nearly 6%.
They are starting to get more attention.
Perth Tolle, founder of Life + Freedom Index, includes Free 100 Emerging Markets ETFSince Donald Trump took office, it has also grown by about 6% since he was in line with iShares’ EEM.
Tolle’s Freedom 100 Emerging Markets Index is very heavy for Taiwan, Chile, South Korea, Poland and Brazil, with stocks in these countries accounting for 75% of the fund. The company with the heaviest weighting of FRDM is Samsung, at 8%, Taiwan seeds 7%, while Banco and Bank Polska in Chile was 4%. Hai (commonly known as Foxconn) is 3%, with SK Hynix and Latan Air.
While emerging markets can be highly volatile and subject to uncertain regulatory regimes, each stock in an ETF comes from a country that uses 86 variables based on its market (including “freedom of movement and capital”, “rules” , “rule”) 86 variables assigned a level. Law and “personal economic freedom”.
Although India has always been a focus of emerging market investors, its degree of freedom is low due to the high tariffs, which has The highest average tariff in the world Thor said earlier this week on CNBC’s “ETF Edge” that this has been the focus of President Trump’s tariff complaints and a focus on personal freedom.
But she did not torture the potential of profits.
“They are a consumer-oriented economy, and their population just surpasses China, which is a well-educated English-speaking population, so their demographic is very favorable,” Thor said.
this Ishares MSCI India ETF It’s an overseas market since Trump took office, down about 1.5% since President Trump’s inauguration.
“In our opinion, any restrictions on economies such as tariffs are negative,” Toller said.
Indian leader Narendra Modi is the second foreign leader to meet with President Trump at the White House, the same day Trump announces reciprocity tariff plans for countries including India , both agreed to resolve trade and tariff issues.
According to Toller, with government policies now in market uncertainty, its fund’s path to success is always to find companies that are allowed to put themselves first. “We want emerging market companies to be free to put their interests ahead of the state,” she said.
She added that historically, “one of the reasons people don’t invest in emerging markets is that they are full of authoritarianism and people don’t want to support terrorism or support things that are not free in these countries.”
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