Opinions
Tyler Mordy
Emerging Markets Internet & Ecommerce ETF
EMQQ-N
PARTIAL SELL
Nov 03, 2020
$55.280
Stock price when the opinion was issued
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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.