Opinions Larry Berman CFA, CMT, CTA
Freedom 100 Emerging Markets ETFFRDMBUYSep 30, 2024
Larry Berman CFA, CMT, CTAUnknown
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ETF for emerging markets?
Lots of choices -- Vanguard, BMO, iShares, etc. Most of the ones in Canada are index-linked to the MSCI emerging market index.
He recommended this one a few years ago. Don't worry too much about the foreign exchange exposure. Weighted to better governance, child labour laws, more "freedoms". So it favours India over China, for example. Stalwart outperformer, and expects that for the next decade. Really likes it.
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China is indeed investible, but not for the long term, but "rent" it short term. Why not long term? Because of their declining birth rate and falling population projections to fall by half by 2100. Factors: the one-child policy and the imbalance between genders. The population will shrink and it can't be entirely fixed by immigration. Data shows him that China was outperforming the U.S. pre-Covid. But China's post-Covid response was terrible, so their market suffered a massive correction. But stimulus has lifted China's markets in recent weeks. How to play emerging markets? Buy an ETF ex-China, FRDM.