Tributare declinului cotatiilor marfurilor industriale din ultimii cativa ani, instabilitatii politice si deprecierilor valutare severe, bursele de actiuni din economiile emergente continua sa fie masiv subevaluate. Potentialul consolidarii clasei de mijloc si conectarea atat la sectoare industriale traditionale, cat si la cele care tin de tehnologia de varf nu sunt aproape deloc integrate in cotatii.
| % ÎN ETF | TOP DEȚINERI | SIMBOL |
|---|---|---|
| 4.61% | Tencent Holdings Ltd | 700:HKG |
| 4.02% | Alibaba Group Holding Ltd | BABA |
| 3.58% | Taiwan Semiconductor Manufacturing Co Ltd | 2330:TAI |
| 3.55% | Samsung Electronics Co Ltd | 005930:KSC |
| 2.47% | Cash Component | |
| 1.76% | Naspers Ltd | NPN:JNB |
| 1.61% | China Construction Bank Corp | 939:HKG |
| 1.23% | China Mobile Ltd | 941:HKG |
| 1.03% | Baidu Inc | BIDU |
| 1.01% | Ping An Insurance Group Co of China Ltd | 2318:HKG |
| 0.98% | Industrial and Commercial Bank of China Ltd | 1398:HKG |
| 0.91% | Housing Development Finance Corporation Ltd | HDFC:INC |
| 0.90% | Itau Unibanco Holding SA | ITUB4:SAO |
| 0.84% | Vale SA | VALE3:SAO |
| 0.70% | SK Hynix Inc | 000660:KSC |