search button 
  • home
  • contact us
  • about us
  • what's new
  Your account
 

bell direct logo

  • Register now
  • Trade now
  • Share school
  • Market news
 
 
Home Share school Julia's education articles
  • Share school
  • FAQs
  • Glossary
  • Education
  • About Julia Lee
  • Julia's education articles
    • Scanning
    • Marking time
    • stock picks 2012
    • 2011 year in review
    • Are valuations cheap?
    • Volatility & returns
    • Turning points in a bear market
    • Bear market
    • Interest rate securities
    • Profit in a bear market
    • Stock picks 2012
    • Scorecard EOFY 2011
    • Bubbles
    • Portfolio construction
    • Confession season
    • Mining valuations
    • Moving averages
    • Oil crisis
    • Charting
    • Currency ETF
    • Sovereign debt
    • Mining services stocks
    • Aussie fear index
    • Magic formula
    • Tipping point
    • Aluminium
    • Myth of EMH
    • Food & fuel
    • Overreaction
    • Investing for dividends
    • Pricing uncertainty
    • Risk management
    • Japan
    • World Cup
    • Austrian school
    • Beta
    • Profit in tumbling market
    • Fools gold
    • Fear
    • Mayday
    • Support resistance unusual volume
    • Biotech
    • Currency
    • Property shares
    • MACD
    • Earnings seasons
    • Make money
    • Combining technical & fundamental
    • January 2010
    • Share value
    • Essential tools
    • Resolutions in 2010
    • Gifting shares
    • Santa rally
    • Exotic
    • 2009 year in review
    • Green
    • Compounding profits
    • Gold fever
    • Time to buy?
    • Recommendations
    • Aussie dollar
    • Diamonds in the rough
    • Cash is king
    • The September effect
    • Unusual volume
    • Recovery advantage
    • Profit
    • MythBusters
    • China crazy
    • Making money
    • Recovery
    • Scorecard Time
    • The new financial year
    • Exchange traded funds
    • Golden cross
    • Performance metrics
    • Leading/lagging
    • Tax time
    • Moving average and the bear market
    • Valuing with NTA
    • Recession indicators
    • cheap
    • Fibonacci
    • Downtrend
    • Trends
    • Cycle
    • The January effect
    • Year of the Ox
    • Recession
    • Compounding
    • Lessons
    • New year's resolutions
    • Christmas update 2008
    • Looking at the glass half full
    • Interest rates are falling
    • Scorecard
    • Day trading
    • Shopping for dividends
    • US election
    • Support and resistance
    • Capitulation
    • Gold
    • Value investing
    • Short selling
    • Falling share prices
    • Breaking down AIG
    • Top 5 keys to success
    • Market consolidation
    • Interest rates going down
    • Methods for choosing shares
    • What moves share prices?

Investing in exotic locations through the Aussie sharemarket

04 December 2009

While the Australian sharemarket has had an impressive year with a rise of 28%, some emerging countries have had even better performance.

The good news for investors is that different or exotic markets are more accessible than ever with the ability to buy Exchange Traded Funds (ETFs) just like shares through the Australian sharemarket.

Emerging nations

While advanced countries are expected to see sluggish growth in 2010, it's the emerging nations which are expected to outperform.

Emerging nations can often be more risky but also more rewarding.

The IMF is predicting growth of 5% in 2010 and the rebound is expected to be driven primarily by China and India.

China

China is an area that has been booming and once again in 2009 has been a solid performer with the Shanghai composite gaining 80%. With the IMF predicting another 9% growth in 2010, it's an area that is expected to fuel global growth.

China has a population of around 1.3 billion, accounting for almost 20% of the world's population. In actual fact, the population of China is probably somewhere between 1.3 billion to 2 billion. The problem is that not even China's own government accounts for its entire people, and therein lies the problem of investing in China. Sometimes the data and numbers that are published need to be read with a grain of salt.

India

India is the other area which is expected to show strong growth with GDP expected to rise by 6.4% in 2010.

India's economy is different to China's in that it is powered along by the services sector. If China is the manufacturing capital of the world, India would be the service capital of the world.

In fact the services area accounts for one third of the country's output measured by GDP. Corporations outsource call centres and other services to India due to the cheap but highly educated labour force.

BRIC

Often, when talking about emerging nations, investors refer to the BRIC nations which include:

  • Brazil
  • Russia
  • India
  • China

While India and China are predicted to see strong growth in 2010, Russia is expected to have more anaemic growth of 1.5%. Brazil's predicted to grow GDP by 3.5%. (IMF figures)

ETFs

I've talked before about exchange traded funds but just as a reminder…

If you are looking at investing overseas markets through ETFs, just be careful of currency fluctuations. Generally, you want the Aussie dollar to fall while you are invested overseas so that currency movements work in your favour.

Also like any investment, looking at the growth prospects and timing of your investment can be crucial.

Here is a list of International ETF's taken from the ASX website. Remember, you can buy and sell these funds just like shares.

Fund Name ASX Code Composition
iShares  S&P Asia 50 IAA Reflects price and yield performance of 50 stocks across four countries, Hong Kong, Korea, Taiwan & Singapore
iShares MSCI BRIC Index Fund IBK Reflects price and yield performance of securities traded in emerging market country indices of Brazil, Russia, India and China
iShares MSCI Japan IJP Reflects the performance of the Japanese equity market
iShares MSCI Emerging Markets IEM Leading companies in 22 emerging countries and 10 industry sectors
iShares S&P Global 100 IOO 100 large transnational companies with minimum capitalisation of US$5bn
iShares S&P 500 IVV US large-cap stocks across a range of industries
iShares S&P Midcap 400 IJH US stocks capitalised at US$750m to US$3.3bn
iShares S&P Smallcap 600 IJR US stocks capitalised at US$200m to US$1bn
iShares MSCI EAFE IVE Reflects European, Australasian and Far East market’s performance
iShares S&P Europe 350 IEU 350 stocks in 17 European markets and 10 industry sectors
iShares FTSE/Xinhua China 25 IZZ Reflects the leading 25 companies in the fast-growing China market
iShares MSCI Hong Kong IHK Representative of the Hong Kong market
iShares MSCI South Korea IKO Reflects the main South Korea market
iShares MSCI Singapore ISG Tracks the Singapore market
iShares MSCI Taiwan ITW Reflects the performance of leading Taiwan-based companies
iShares Russell 2000 IRU US small-cap stocks
Vanguard All-World ex US Shares Index VEU Tracks the performance of a benchmark index (FTSE ALL-World ex US Index) that measures the investment returns of stocks of companies located in developed and emerging markets around the world, excluding the US market.
Vanguard US Total Market Shares Index VTS Tracks the performance of a benchmark index (MSCI US Broad Market Index) that measures the investment return of the overall US stock market

Happy trading!

Julia Lee
Equities Analyst
Bell Direct
Have you started trading with Bell Direct for just $15 a trade? Register now for free.

sign in

Username:

Password:

remember me reset password

Username

 

Not a member?

register
/MarketNews/ /MarketNews/ Follow us

The Bell Direct service is provided by Third Party Platform Pty Limited trading as "Bell Direct" (ABN 74 121 227 905) an Australian Financial Services licensee (AFSL 314341) and a Participant of the ASX Limited Group. Bell Direct does not provide investment advice. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available on this website.

  • © 2012 Bell Direct
  • Privacy Policy
  • Terms and Conditions
  • Financial Services Guide
  • Site Map