Grantham follow-up: emerging value?

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dualstow
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Grantham follow-up: emerging value?

Post by dualstow »

In whatchamacallit’s video of the Bloomberg interview, Jeremy Grantham asserts that the value stocks of emerging markets are still reasonably priced. I don’t want to buy a fund from the people making the claim (GMO) and iShares doesn’t seem to have an emerging + value etf. Vanguard has international value but it’s mostly developed markets.

Any funds out there?
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dualstow
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Re: Grantham follow-up: emerging value?

Post by dualstow »

Hmm, I found FEMVX at Fidelity, but the top ten holdings look like most international funds. Giants like Samsung and China Mobile.
and
This fund is only available to clients enrolled in Fidelity® Wealth Services.
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Re: Grantham follow-up: emerging value?

Post by whatchamacallit »

I guess I had been of mind set that gold is the easiest access to all of international.

May be IDV would be a good bet?

https://www.ishares.com/us/products/239 ... vidend-etf

5+% div yield. That does sound like a steal.
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Re: Grantham follow-up: emerging value?

Post by dualstow »

IDV, i was looking at that, too, thanks. I prefer dividends that start out smaller and slowly but steadily rise. Then again, i was closer to 30 years old when I began that strategy. More time to let them rise.
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Re: Grantham follow-up: emerging value?

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Smith1776
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Re: Grantham follow-up: emerging value?

Post by Smith1776 »

Resident Canadian chiming in here. There's only one emerging market value fund in Canada that is decent.

https://www.franklintempleton.ca/en-ca/ ... -index-etf

O0 ^-^ 8)
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Re: Grantham follow-up: emerging value?

Post by johnnywitt »

Emerging does well proportionate to both increasing growth & increasing inflation.
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