One new way to take advantage of a breakout in emerging markets

Emerging markets are on fire.

Over the past three months, the EEM emerging markets ETF has rallied 4 % and shrugged off the extreme volatility and sell-offs that plagued U.S. markets through the end of last year.

The EEM, the best-known emerging markets exchange-traded fund, might not be the optimal way to play the space, though.

“The EEM is the biggest, that and the VWO, but that’s arguably 65 percent, almost 70 percent, Asia or implicit Asia. The top five stocks in there are mega-cap Chinese or South Korean names, ” Tim Seymour, chief investment officer at Seymour Asset Management, told CNBC’s “ETF Edge ” on Wednesday.

 

Tatton Asset Management (LON:TAM) offers a range of services to directly authorised financial advisers in the United Kingdom. The Company provides on-platform portfolio management, regulatory, compliance, and business consulting services. Tatton Asset Management comprises of Tatton Investment Management, Paradigm Partners, and Paradigm Mortgage Services divisions.

 

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