Stockchase Opinions

Stockchase Insights BMO MSCI EMERGING MARKETS INDEX ETF ZEM-T PARTIAL BUY Apr 14, 2025

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

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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TOP PICK
Likes the international markets. Don't go haywire on it. It's in recovery mode after being an underperformer for a couple of years.
PAST TOP PICK
(A Top Pick Feb 14/19, Up 9%) He owns very little EM. Glad this worked out. As for the coronavirus now, he can't trust what the Chinese authorities say.
PAST TOP PICK
(A Top Pick Jan 16/20, Down 9%) They bought this 2-3 months ago. The market was quite negative in 2018 and it has been consolidating. It's building a base right now. He feels that it will return and breakout.
BUY
A strong one. Vanguard and iShares also have offerings. EM can benefit going forward. One of prime beneficiaries of a Covid recovery, steepening interest rates, and a Biden presidency. Allocate more capital to this space.
COMMENT
Would start emerging markets exposure through a broad exposure is a good way to play it. You get a little bit of everything.
BUY

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

PAST TOP PICK
(A Top Pick Jan 16/20, Down 6%) He doesn't hold stocks for long, maybe 3 to 6 months. He trades them and that is how the money is made.
TOP PICK

"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. 

PAST TOP PICK
(A Top Pick Jul 04/24, Up 0%)

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.