Opinions
Don Vialoux
iShares MSCI Emerging Markets Index
EEM-N
TOP PICK
Mar 15, 2017
Stock price when the opinion was issued
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An e-commerce pure play in India or this ETF? In India, there isn’t really a publicly listed company. There is a company called Flipkart that is essentially the Amazon of India. It is private and has a lot of notable investors globally. That segment of the commerce is growing very quickly, but it is still not profitable. There is a lot of subsidizing of their delivery costs and it is very competitive on pricing. It’s a little early days, and she would rather go to this indirectly. (See Top Picks.)
Look overseas to buy a tech dip? Taiwan Semi makes up 6% in this ETF. We're in this supercycle where commodities and banks are climbing. EM and Asian tech names are are some of the most valuable--but undervalued--in the world. They enjoy a much-larger market, too. American investors shouldn't get away from this trade. EM enjoys a weaker US dollar and global re-acceleration.
(This is in US$, but is also available in Cnd$ through ZEM-T, FDE-T and SHZ-T, which also offers a nice dividend yield.) Technically, the chart shows a nice upward trend, and today, after 2 PM we had a break out to a new high. The growth is coming from India, China, South Korea, Brazil, Taiwan. Seasonally, this runs from the middle of January right through to approximately the end of April.