Stockchase Opinions

Charles Lannon iShares MSCI Singapore E.T.F. EWS-N DON'T BUY Mar 01, 2007

Views Singapore favourably. Big problem with global ETF’s is that indexes were never meant to be construed as well diversified portfolios. 55% financials is too heavy a weighting.
$11.390

Stock price when the opinion was issued

E.T.F.'s
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TOP PICK
Likes to have his money outside of Canada and he likes the Asian story. Wants investments that mitigates the Cdn$. Pretty volatile but a nice way to play China.
PAST TOP PICK
(A Top Pick Oct 9/07. Down 23%.) Recent market fluctuations give pause on Asian markets and would be cautious. Of all the Asian market, this is the most reasonable as far as support. If it broke through its support, he would Sell.
BUY
(Market Call Minute.) Singapore has had remarkable growth this year. Becoming the Switzerland of Asia.
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Singapore's proximity to China is good, and Singapore is stable and has the rule of law. Holding Singapore in a portfolio is a significant diversifyer.
COMMENT

EWU is large cap stocks that would track large UK equities, like banks. EWS is for small caps. HEWU is to play it without the British Pound exposure.