#Global #ETF Weekly & Month-end (thread): 29 Jan 2021

- 2020 worst perf #sector making comeback in 2021 $IXC

- This is helping #oil producing countries with #Nigeria & #UAE in top5 #Country ETF YTD performers in USD $NGE $UAE

- #SouthAfrica $EZA moved into top15 YTD performers

2/12

#EmergingMarkets #ETF still storming ahead against #DevelopedMarkets ETF, still not relatively "overbought" yet, but getting close.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+0.2%) continued 2nd half on 2020 recovery against $URTH (-0.8%)

3/12

#Global #Value #stocks still making short-term recovery, with $IWVL #ETF still looking strong relatively over the short-term. Over 3yr period it is however still lagging quite substantially.

4/12

This one is worrying, but then again, it's been for some time. #Global #Tech #stocks relative to #MSCI All Country World Index is definitely creating some concern. Be very careful.

$IXN vs $ACWI

5/12

#Internet companies still big driver on performance, with US Internet Co's #ETF growing 1.8% in January (YTD) in USD versus #MSCI World $URTH losing 0.8% over same period

#Chinese Internet Co's $KWEB however grew 13% in Jan. Wow! That helped #Naspers/#Prosus & also SA $EZA