iShares Emerging Markets Local Currency Bond

LEMB-N

NYSEARCA:LEMB

43.89
0.01 (0.02%)

Analysis and Opinions about LEMB-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 26, 2019

(A Top Pick Sep 06/18, Up 10%) He has been becoming more aggressive recently. This is seen as a safe haven during trade wars.

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(A Top Pick Sep 06/18, Up 10%) He has been becoming more aggressive recently. This is seen as a safe haven during trade wars.

WEAK BUY
WEAK BUY
March 4, 2019
He was strong on emerging markets about a month ago. This one is a high yield but denominated in local currencies. It is not US debt. It has been beaten up pretty well. It will probably do 8-10% on the yield as well as some growth and currency gains. He is playing EMLC-N big time.
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He was strong on emerging markets about a month ago. This one is a high yield but denominated in local currencies. It is not US debt. It has been beaten up pretty well. It will probably do 8-10% on the yield as well as some growth and currency gains. He is playing EMLC-N big time.
PAST TOP PICK
PAST TOP PICK
February 25, 2019
(A Top Pick Sep 06/18, Up 12%) Diversified in EM. You get the coupon offering a 7% yield; the return on the bond itself; and the currency return. In an emerging bull market, you want to see currencies stabilize first, then the bond markets so that investors move up the risk curve. He's bullish EM.
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(A Top Pick Sep 06/18, Up 12%) Diversified in EM. You get the coupon offering a 7% yield; the return on the bond itself; and the currency return. In an emerging bull market, you want to see currencies stabilize first, then the bond markets so that investors move up the risk curve. He's bullish EM.
TOP PICK
TOP PICK
September 6, 2018

This one has been beat up. It’s hard to get income around the word. This ETF has an yield of over 8%. He thinks it is good timing. Relative to high yield bond markets in the US, it offers better risk/return metrics.

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This one has been beat up. It’s hard to get income around the word. This ETF has an yield of over 8%. He thinks it is good timing. Relative to high yield bond markets in the US, it offers better risk/return metrics.

BUY
BUY
February 26, 2018

This has outperformed bond markets in the west. EM bonds are performing better than western government ones due to increasing credit quality, younger demographics and lower debt in EM markets. Sometimes dividends are paid internally through in increase in NAV and not paid in cash, sometimes externally. The former may be the case here. This is a very good place for income.

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This has outperformed bond markets in the west. EM bonds are performing better than western government ones due to increasing credit quality, younger demographics and lower debt in EM markets. Sometimes dividends are paid internally through in increase in NAV and not paid in cash, sometimes externally. The former may be the case here. This is a very good place for income.

PAST TOP PICK
PAST TOP PICK
September 20, 2016

(A Top Pick July 22/16. Up 0.91%.) If you look at the developed world, and consider that more than $10 trillion worth of sovereign bonds yield negative rates, where is money going to flow? Emerging markets are moving up the credit scale. They don’t have quantitative easing or negative interest rate policies. Yields are good at around 5%.

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(A Top Pick July 22/16. Up 0.91%.) If you look at the developed world, and consider that more than $10 trillion worth of sovereign bonds yield negative rates, where is money going to flow? Emerging markets are moving up the credit scale. They don’t have quantitative easing or negative interest rate policies. Yields are good at around 5%.

TOP PICK
TOP PICK
July 22, 2016

Emerging markets have been underperforming for 5 years, and nobody seems to like them. He likes this one for the interesting credit quality. Looking at the world, which is divided roughly between Western markets and emerging markets, all the good things are happening in the emerging-market. Their currencies have been beaten up over the last 5 years, so they are incredibly cheap. Doesn’t think it will be a huge performer, but it will be a stable part of a globally balanced portfolio.

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Emerging markets have been underperforming for 5 years, and nobody seems to like them. He likes this one for the interesting credit quality. Looking at the world, which is divided roughly between Western markets and emerging markets, all the good things are happening in the emerging-market. Their currencies have been beaten up over the last 5 years, so they are incredibly cheap. Doesn’t think it will be a huge performer, but it will be a stable part of a globally balanced portfolio.

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