Stock price when the opinion was issued
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
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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