Tyler MordyEmerging Markets Internet & Ecommerce ETFEMQQPARTIAL SELLNov 03, 2020
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.
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.
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.