Opinions
Larry Berman CFA, CMT, CTA
Freedom 100 Emerging Markets ETF
FRDM
BUY
Sep 30, 2024
N/A
Stock price when the opinion was issued
0
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
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.