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Kamis, 10 Januari 2008

Stay nimble with active managers

ETFs are portfolios of stocks that replicate the performance of a stock index. For our China ETFs, the iShares FTSE/Xinhua China 25 Index (FXI, news, msgs) tracks 25 of the largest Chinese companies. The iShares MSCI-Hong Kong Index (EWH, news, msgs) tracks the overall Hong Kong market. The new PowerShares Golden Dragon ETF (PGJ, news, msgs), which isn't included in the above table because it was only launched in December, tracks an index of U.S. listed stocks that derive a majority of their revenue from China.

In an emerging economy like China's, investing in an index-linked fund has some drawbacks. An active fund manager has the ability to adjust his or her portfolio as conditions warrant. By contrast, the composition of a major index usually changes only once a year, and not necessarily in a desirable direction.

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