SCHF: Global Markets Continue To Entice Me
Schwab International Equity ETF (SCHF) seeks to track the FTSE Developed ex US Index, offering broad international developed market exposure. SCHF's significant allocation to Japanese equities is supported by robust wage growth, moderate inflation, and strong corporate buybacks, though valuations are above historical averages. I am cautious on US tech due to aggressive capex and euphoria, preferring to allocate new capital to SCHF's international mix for balanced global exposure.