Bill Baruch, Founder, Blue Line Capital iShares MSCI Emerging Markets Index EEM-N BUY Oct 14, 2024

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.)

(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.

(A Top Pick March 15/17. Up 2%.) He was looking for a place to hide and didn’t want to recommend either a US or Canadian stock. The period of seasonal strength for this ETF is from around the end of January through to the end of April. Now is the time to take profits.

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.