John HoodBMO MSCI EMERGING MARKETS INDEX ETFZEM.TOPAST TOP PICKFeb 11, 2020

He'd rather approach the EMs as a whole, rather than just an individual country -- there's a high propensity for volatility and returns are dispersed. This ETF covers India as well. It's a very high-beta sector, and an ETF like this will diversify the risk. There are other ETFs out there that do the same thing,

Latin America, for example, is doing really well right now. But he'd still rather own a basket of EM countries.

Keep in mind that some international funds, depending on which ones, could hold some emerging market exposure already. The sector continues to be volatile, and many countries (i.e. Vietnam) might be very vulnerable to tariffs if they come back and/or stick around for any length of time. Thus, we would not see a big rush to buy all at once. We might target 10% over time, but that would be on the high side for most. We might deploy over one year. We would be fine with ZEM. Since it is not hedged, one will still get the benefit if currencies move the right way. 
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They have held it for 6 to 8 months. They bought it on the breakout for the longer term and it is now consolidating, There is nothing wrong with this formation. He is bullish on commodities with a softer U.S. dollar, and emerging markets have commodity producers.

"Breakouts R Us." He loves it when long bases break out. "The longer the base, the higher in space." Tons of technical evidence to suggest tons of upside. Another angle to play cheap commodities, which he likes a lot. A breakdown in the USD would be supportive. 

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Good for emerging market exposure. The fund is tax efficient where the foreign stocks are directly owned so there is only one layer of withholding tax on foreign dividends. It is broad and diversified in terms of sector and geography. The fees are reasonable. Unlock Premium - Try 5i Free