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Financial markets around the world are categorized into one of three categories:
The categorization process is performed by four of the largest index providers: S&P, MSCI, FTSE and NASDAQ. Each index provider has a different set of rules to perform the categorization process. As a general rule, one of the biggest factors is the gross domestic product per capita of each country. But the index providers will also look at health measures like the average life expectancy, plus financial market metrics like the average volume of trades. The four index providers generally re-evaluate each country on an annual basis. So every couple of years, a country will get promoted or demoted from one category to another.
For the most part, the four index providers end up ranking each country in the same category, but from time to time, there are differences. For example, when South Korea was promoted to a developed country, it took a few years for all the index providers to make that change.
This system was largely devised as way for investors to build investment portfolios. The belief is that as a group, the stock markets in the developed markets and emerging markets will tend to move closely together. And as a group, these stock markets at times perform quite a bit differently than the U.S. stock market.
Frontier markets are those markets in still developing countries that lack sufficient infrastructure and other requirements to be considered an emerging market. Most U.S. investors are afraid to devote too much of their portfolio to a stock market in a frontier market. So it can be a big deal for a country to get promoted from a frontier market to an emerging market.
When most investors think about "developed market" stocks, they tend to think of developed markets other than the U.S. The most common index that follows developed markets is the MSCI EAFE Index, which actually tracks all developed markets excluding the US and Canada. EFA is an iShares ETF that tracks the MSCI EAFE Index and has been around forever.
You can see from this stock chart that the U.S. stock market (as represented by SPY, the SPDR S&P 500 ETF), developed market stock markets (EFA) and emerging market stock markets ( as represented by EEM, the iShares MSCI Emerging Markets ETF) do in fact move quite differently:
In broad strokes, if you look at the total market capitalization of the world's stock markets, the U.S. makes up around 50-52%, the developed markets ex-US about 30-35%, and emerging market and frontier market stocks about 15%.
These are the financial markets in the United States, Canada, Japan and most of the countries in Western Europe:
Country | Largest ETF | Currency | Currency Symbol |
---|---|---|---|
Australia | EWA | Australian Dollar | AUD |
Austria | EWO | Euro | EUR |
Belgium | EWK | Euro | EUR |
Canada | EWC | Canadian Dollar | CAD |
Denmark | EDEN | Euro | EUR |
Finland | EFNL | Euro | EUR |
France | EWQ | Euro | EUR |
Germany | EWG | Euro | EUR |
Greece | GREK | Euro | EUR |
Hong Kong | EWH | Hong Kong Dollar | HKD |
Iceland | Icelandic Krona | ISK | |
Ireland | EIRL | Euro | EUR |
Israel | EIS | Israeli New Shekel | ILS |
Italy | EWI | Euro | EUR |
Japan | EWJ | Japanese Yen | JPY |
Luxembourg | Euro | EUR | |
Monaco | Euro | EUR | |
New Zealand | ENZL | New Zealand Dollar | NZD |
Norway | NORW | Norwegian Krone | NOK |
Portugal | PGAL | Euro | EUR |
Singapore | EWS | Singapore Dollar | SGD |
South Korea | EWY | South Korean Won | KRW |
Spain | EWP | Euro | EUR |
Sweden | EWD | Swedish Krona | SEK |
Switzerland | EWL | Swiss Franc | CHF |
The Netherlands | EWN | Euro | EUR |
United Kingdom | EWU | British Pound | GBP |
USA | US Dollar | USD | |
Total | 28 |
Emerging markets include the so-called "BRICs" of Brazil, Russia, India and China plus about 15 other countries.
Country | Largest ETF | Currency | Currency Symbol | % of Total Capitalization |
---|---|---|---|---|
Brazil | EWZ | Brazilian Real | BRL | 7.8% |
Cayman Islands | 0.0% | |||
Chile | ECH | Chilean Peso | CLP | 1.7% |
China | FXI | Renminbi | CNY | 30.8% |
Colombia | GXG | Colombian Peso | COP | 0.6% |
Croatia | Croatian kuna | HRK | 0.0% | |
Czech Republic | Czech koruna | CZK | 0.0% | |
Egypt | EGPT | Egyptian Pound | EGP | 0.3% |
Hungary | Hungarian Forint | HUF | 0.0% | |
India | INDA | Indian Rupee | INR | 12.2% |
Indonesia | EIDO | Indonesian Rupiah | IDR | 2.9% |
Malaysia | EWM | Malaysian Ringgit | MYR | 2.7% |
Mexico | EWW | Mexican Peso | MXN | 4.4% |
Peru | EPU | Peruvian Sol | PEN | 0.8% |
Philippines | EPHE | Philippine Peso | PHP | 1.6% |
Poland | EPOL | Polish Zloty | PLN | 1.2% |
Qatar | QAT | Qatari Rial | QAR | 0.6% |
Russia | RSX | Russian Ruble | RUB | 3.8% |
Saudi Arabia | KSA | Saudi Riyal | SAR | 0.2% |
Slovenia | Euro | EUR | 0.0% | |
South Africa | EZA | South African Rand | ZAR | 6.7% |
Taiwan | EWT | New Taiwan Dollar | TWD | 14.8% |
Thailand | THD | Thai Baht | THB | 3.1% |
Turkey | TUR | Turkish Lira | TRY | 1.4% |
Ukraine | Ukrainian Hryvnia | UAH | 0.0% | |
United Arab Emirates | UAE | United Arab Emirates Dirham | AED | 0.8% |
These 26 countries make up approximately 98.4% of the total emerging market stock market capitalization. There are a few other small countries that we have not included in this list.
There are two giant ETFs that have been around along time that are synonymous with "emerging market" ETFs: VWO and EEM.
So you can see the approximate weighting of each country, let's look at VWO. VWO follows the FTSE Emerging Markets All Cap China A Inclusion Index. The FTSE Emerging Markets All Cap China A Inclusion Index weights the countries as follows (rounded numbers):
As you can see from the above numbers, the BRICs make up about 50% of most emerging market indexes.
These are still developing countries:
Country | Largest ETF | Currency | Currency Symbol |
---|---|---|---|
Argentina | ARGT | Argentine Peso | ARS |
Bahrain | |||
Bangladesh | |||
Cyprus | Euro | EUR | |
Jamaica | Jamaican Dollar | JMD | |
Jordan | |||
Kazakhstan | |||
Kenya | |||
Kuwait | KWT | Kuwaiti Dinar | KWD |
Mauritius | |||
Morocco | |||
Nigeria | NGE | Nigerian Naira | NGN |
Oman | |||
Pakistan | PAK | Pakistani Rupee | PKR |
Romania | Romanian Leu | RON | |
Senegal | |||
Sri Lanka | |||
Uruguay | |||
Vietnam | VNM | Vietnamese Dong | VND |
Total | 19 |
There are a handful of ETFs that invest in frontier market stocks. Many of these countries also have a single country ETF that is tracking an index in that country. View list of frontier market ETFs.
All data is a live query from our database. The wording was last updated: 02/24/2018.
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