アセアンのETF

AESEANのETFは、米国のQE縮小懸念で大きく調整中ですが、2013年5月高値から同年8月安値までの下落幅には差があります。
THD（タイ）：96 ⇒ 66 （▲31%）
EWM（マレーシア）：16.8 ⇒ 13.8（▲18%）
EWS（シンガポール）：14.7 ⇒　12.3（▲16%）
EIDO（インドネシア）：36.4 ⇒　21.1（▲42%）
EPHE（フィリピン）：43.4 ⇒　29.4（▲32%）
VNM（ベトナム）：21.5 ⇒　17.0（▲21%）

http://us.ishares.com/product_info/fund/overview/THD.htm
Holdings top10 (as of 9/5/2013)

1. PTT PCL-NVDR 7.92%
2. ADVANCED INFO SERVICE-NVDR 7.17%
3. SIAM COMMERCIAL BANK P-NVDR 6.75%
4. PTT EXPLOR & PROD PCL-NVDR 6.34%
5. KASIKORNBANK PCL-FOREIGN 5.17%
6. CP ALL PCL-NVDR 4.31%
7. BANGKOK BANK PCL-FOREIGN REG 4.04%
8. SIAM CEMENT PUB CO-FOR REG 3.15%
9. PTTGC MERGED CO NVDR 2.83%
10. KASIKORNBANK PCL-NVDR 2.79%

http://us.ishares.com/product_info/fund/overview/EWM.htm
Holdings top5 (as of 9/5/2013)

1. MALAYAN BANKING BHD 9.78%
2. CIMB GROUP HOLDINGS BHD 7.45%
3. SIME DARBY BERHAD 5.80%
4. TENAGA NASIONAL BHD 5.73%
5. GENTING BHD 4.34%
6. PETRONAS CHEMICALS GROUP BHD 4.21%
7. PUBLIC BANK BHD-FOREIGN MKT 4.19%
8. AXIATA GROUP BERHAD 3.94%
9. DIGI.COM BHD 3.73%
10. MAXIS BHD 3.53%

http://us.ishares.com/product_info/fund/overview/EWS.htm
Holdings top5 (as of 9/5/2013)

1. SINGAPORE TELECOMMUNICATIONS 11.82%
2. UNITED OVERSEAS BANK LTD 11.35%
3. OVERSEA-CHINESE BANKING CORP 11.11%
4. DBS GROUP HOLDINGS LTD 11.08%
5. KEPPEL CORP LTD 5.18%
6. GLOBAL LOGISTIC PROPERTIES L 3.61%
7. GENTING SINGAPORE PLC 3.49%
8. CAPITALAND LTD 3.16%
9. SINGAPORE PRESS HOLDINGS LTD 2.97%
10. SINGAPORE EXCHANGE LTD 2.73%

http://us.ishares.com/product_info/fund/overview/EIDO.htm
Holdings top5 (as of 9/5/2013)

1. ASTRA INTERNATIONAL TBK PT 10.00%
2. BANK CENTRAL ASIA TBK PT 9.44%
3. TELEKOMUNIKASI INDONESIA PER 8.08%
4. BANK RAKYAT INDONESIA PERSER 6.62%
5. BANK MANDIRI PERSERO TBK PT 5.65%
6. PERUSAHAAN GAS NEGARA PERSER 4.95%
7. UNILEVER INDONESIA TBK PT 4.21%
8. SEMEN INDONESIA PERSERO TBK 3.26%
9. KALBE FARMA TBK PT 2.62%
10. INDOCEMENT TUNGGAL PRAKARSA 2.45%

http://us.ishares.com/product_info/fund/overview/EPHE.htm
Holdings top5 (as of 9/5/2013)

1. AYALA LAND INC 8.77%
2. PHILIPPINE LONG DISTANCE TEL 7.50%
3. BDO UNIBANK INC 6.45%
4. UNIVERSAL ROBINA CORP 6.44%
5. SM PRIME HOLDINGS INC 6.13%
6. SM INVESTMENTS CORP 5.98%
7. AYALA CORPORATION 5.90%
8. ABOITIZ EQUITY VENTURES INC 4.86%
9. INTL CONTAINER TERM SVCS INC 4.76%
10. JOLLIBEE FOODS CORPORATION 4.29%

http://www.vaneck.com/funds/vnm.aspx
Holdings top5 (as of 7/31/2013)

1. Bank for Foreign Trade of Vietnam JSC 7.77%
2. Baoviet Holdings 7.15%
3. Vincom JSC 7.06%
4. Petrovietnam Fertilizer & Chemical JSC 6.45%
5. Pha Lai Thermal Power JSC 5.86%
6. PetroVietnam Technical Services Corp 5.11%
7. Premier Oil PLC 5.1%
8. Charoen Pokphand Foods PCL 5.05%
9. Viet Nam Construction and Import-Export 4.94%
10. Gamuda Bhd 4.87%