Emerging Markets Ex China

I suggested this back in January (ETF Suggestion: Emerging Market Ex-China Fund). Let alone the fact that China has lost the potential of growth, at least in short term, the substantial weight of China market among all the emerging market funds make it hard to really diversify the China factor out.

I actually have just switched all my emerging market funds to country specific (e.g. India) or region specific (e.g. APAC) funds so I may still keep some investment in emerging markets when avoiding China. That is definitely not ideal, but as InvestEngine has not provided one single ex-China fund option, that’s is the only option I have.

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