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Stockchase Opinions

Keith RichardsEmerging Markets Internet & Ecommerce ETFEMQQTOP PICKDec 31, 2019

No one ever talks about this ETF, covering EM internet and e-commerce. Some risk here, because it is tech and EM, but he likes both spaces. It's 50% Chinese, including Ten Cent and Alibaba.
N/A

Stock price when the opinion was issued

$31.70

As of Jun 12, 2026. Market Open.

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PARTIAL SELL

Has done really well. It's full of tech/internet companies like Alibaba. The Chinese tech industry has done very well. He predicts a work-from-home to back-to-home, so values and cyclicals will do well in 2021. That doesn't mean to sell tech, but if you own this, take some profits and buy into value and cyclicals, like banks and industrials in EM and Europe.

TOP PICK
The young people in emerging markets is where global growth this coming from in the next few years. Don't buy here, do it at recent lows or lower.