
TSE:ZEB
The banks are very inexpensive. His stance has been to focus on the US banks. He would like KBE-N preferably. This has long secular growth trails and you might do better in US banks.
ZEB or ZWB? He has lightened up on the banks and is less than market weight now. He looks at the mortgage and housing markets, and right now it is not the best environment for the banks. Probably should be in the ETF with the covered call, ZWB. Tariffs are causing concerns and may wait till these issues are resolved. He would wait before committing to either of these ETF's.