Tracking the PSEI and iShares MSCI PH ETF - EPHE

Today, Sept. 28, 2017 is the 7th year anniversary since its inception date for the iShares MSCI PHILIPPINE ETF, US based EPHE ETF that tracks the PSE Index. Although, it carries a higher expense ratio of 0.64%; it is primarily used as an investment & hedge strategy for fund managers both US and Asian based investors in tracking the performance of the PH stock market.

The strategic advantage especially for sophisticated portfolio managers is the access and availability of Options that can accommodate both sides of the market direction whenever it is needed to be applied either on short-medium to long term investment strategies. Unfortunately the PSE does not provide these types of access in the local bourse.

Highlight for the PSEI as of Sept 28, 2017.

 A typical case scenario where a major correction of the #PSEI after marking a high at 8321 and unexpectedly pulled back towards an 8119 low; only to came back to 8221 and reverted back to the 8115 low for today. A whipsaw or a roller coaster ride would be the appropriate term. And this is where speculative day traders would like to see but would stay away from.

Thus, corporation, financial institutions and high net worth individuals have to access the #EPHE ETF (Fact Sheet Reference - BLACK ROCK) pdf through Foreign based firms with established Philippine offices that are authorize to deal such instruments in a global basis. Indeed, a distinct advantage for those who has the capability of doing so. Unfortunately, main street retail traders and investors would have to simply contend with what is currently availbable by the exchange and broker firms.

But at least, knowing the fact that there are trading solutions available and work their way through to have access to other global markets is of vital importance. Whenever investors engage in these types of volatile conditions it is a must to consider and do it right in the first place..