Vikash Jain, CFA iShares Emr Mrk Infrast E.T.F. EMIF-Q HOLD Sep 20, 2012

With all this stimulus money being pumped in around the world there IS infrastructure spending all over the world. Sell if you meet your cost point.

Vikash Jain, CFA

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There are some real risks here because it is so concentrated in Brazil and China. Holds 30 large-cap companies. In 2007-2008, infrastructure was the big buzzword. It never really happened. He is staying clear of emerging-market infrastructure.

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