EWM: Great Opportunity But Low Diversification

  • Investing in Malaysia via the iShares MSCI Malaysia ETF (EWM) offers potential but carries significant risks due to its 45% exposure to the financial sector. Malaysia's economy is stable with low credit default swap premiums, a non-inverted yield curve, 4.4% GDP growth, low unemployment, and controlled inflation. Political stability and favorable policies, including investments in green energy and fiscal responsibility, support a positive outlook for EWM.