iShares MSCI Emerging Markets

XEC-T

Analysis and Opinions about XEC-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 15, 2019
Some people say that Chinese problems might spill over. He sees it as production chains moving out of China into emerging markets. These economies look good, and multiples in these markets are reasonable. A very broad index. China is 30%, India 10% and a world wide spread. It’s recently had a good run.
Some people say that Chinese problems might spill over. He sees it as production chains moving out of China into emerging markets. These economies look good, and multiples in these markets are reasonable. A very broad index. China is 30%, India 10% and a world wide spread. It’s recently had a good run.
David Cockfield
Managing Director, Northland Wealth Management
Price
$26.360
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 4, 2019
(A Top Pick Oct 05/18, Up 5%) He's been positive on emerging markets. There's a shift in production out of China to some of these countries. There are stocks from South Korea, Japan, Philippines and India amogst others.
(A Top Pick Oct 05/18, Up 5%) He's been positive on emerging markets. There's a shift in production out of China to some of these countries. There are stocks from South Korea, Japan, Philippines and India amogst others.
David Cockfield
Managing Director, Northland Wealth Management
Price
$25.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 12, 2019
(A Top Pick Feb 04/19, Down 6%) This is much more about the trade issues. We've come back to last year's levels. Investors are coming in here.
(A Top Pick Feb 04/19, Down 6%) This is much more about the trade issues. We've come back to last year's levels. Investors are coming in here.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$24.260
Owned
Yes
TOP PICK
TOP PICK
July 12, 2019
A bit more risky. In EM, multiples and basic costs are significantly lower than in other areas. Some of these countries (such as Korea, Malaysia, Indonesia) are benefiting from the shift in production out of China. Yield is 2.71%.
A bit more risky. In EM, multiples and basic costs are significantly lower than in other areas. Some of these countries (such as Korea, Malaysia, Indonesia) are benefiting from the shift in production out of China. Yield is 2.71%.
David Cockfield
Managing Director, Northland Wealth Management
Price
$25.980
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 12, 2019

(A Top Pick Jul 13/18, Down 3%) Emerging markets used to be the Wild West, but they have morphed into mega-cap stocks like Alibaba and Tencent. Two-thirds of XEC are Chinese big-cap. It's much cheaper to buy this than a comparable American ETF that's Asia ex-Japan.

(A Top Pick Jul 13/18, Down 3%) Emerging markets used to be the Wild West, but they have morphed into mega-cap stocks like Alibaba and Tencent. Two-thirds of XEC are Chinese big-cap. It's much cheaper to buy this than a comparable American ETF that's Asia ex-Japan.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$25.830
Owned
Yes
COMMENT
COMMENT
May 22, 2019
The emerging markets are interesting and outperformed the S&P in Q4. Since Q4 it has lagged however. The economic reforms and stimulus in China should support the emerging markets, however, the US China trade tension is too much of a wild card. Should have some exposure to emerging markets. The trade war can change things very quickly.
The emerging markets are interesting and outperformed the S&P in Q4. Since Q4 it has lagged however. The economic reforms and stimulus in China should support the emerging markets, however, the US China trade tension is too much of a wild card. Should have some exposure to emerging markets. The trade war can change things very quickly.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$25.320
Owned
No
PAST TOP PICK
PAST TOP PICK
May 6, 2019
(A Top Pick Feb 04/19, Up 4%) Correlated to the commodity play (and China). Likes it long term. China has been a crappy place for some years, and the US government is crazy like a fox now. He'd buy this now for the long-term. The foreign exchange with XEC is all done for you, too.
(A Top Pick Feb 04/19, Up 4%) Correlated to the commodity play (and China). Likes it long term. China has been a crappy place for some years, and the US government is crazy like a fox now. He'd buy this now for the long-term. The foreign exchange with XEC is all done for you, too.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$27.090
Owned
Yes
TOP PICK
TOP PICK
April 18, 2019
Consensus says that the EMs will be the place to be. XEC is: China 30%, Korea 14%, Taiwan 12%. India 10% and Brazil 7%. MER of 0.25%. These countries are doing fine. This is a safe way to invest in the world.
Consensus says that the EMs will be the place to be. XEC is: China 30%, Korea 14%, Taiwan 12%. India 10% and Brazil 7%. MER of 0.25%. These countries are doing fine. This is a safe way to invest in the world.
David Cockfield
Managing Director, Northland Wealth Management
Price
$27.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 15, 2019
(A Top Pick Dec 18/18, Up 11%) It is part of the pro-growth theme. If you think the Canadian dollar is going to get stronger you may want to hedge. This is a hedged product. You could buy this today for emerging market exposure.
(A Top Pick Dec 18/18, Up 11%) It is part of the pro-growth theme. If you think the Canadian dollar is going to get stronger you may want to hedge. This is a hedged product. You could buy this today for emerging market exposure.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$27.460
Owned
Yes
TOP PICK
TOP PICK
March 7, 2019
Emerging markets haven't done well recently, but this one holds stocks from Brazil, China, India, South Korea, etc. at a low cost. If Trump's trade deal with China is signed, then this will do well.
Emerging markets haven't done well recently, but this one holds stocks from Brazil, China, India, South Korea, etc. at a low cost. If Trump's trade deal with China is signed, then this will do well.
David Cockfield
Managing Director, Northland Wealth Management
Price
$26.280
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 7, 2019
(A Top Pick May 15/19, Down 4%) It was a theme that he still likes. Dominated by China. Big holding for his firm.
(A Top Pick May 15/19, Down 4%) It was a theme that he still likes. Dominated by China. Big holding for his firm.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$26.190
Owned
Yes
TOP PICK
TOP PICK
February 4, 2019
He thinks we over reacted in November / December. There is a lot of Asia and emerging markets. Its businesses are not as commodity dependant.
He thinks we over reacted in November / December. There is a lot of Asia and emerging markets. Its businesses are not as commodity dependant.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$26.090
Owned
Yes
BUY
BUY
January 29, 2019
XEC vs. XEF 50% of the world's GDP comes from emerging markets where you need to invest some capital. XEF is the rest of the developed world outside the U.S. He likes both, preferring them over the US market which he thinks has peaked. These ETFs are complimentary and don't overlap. They hold equities, to you bear equity risk.
XEC vs. XEF 50% of the world's GDP comes from emerging markets where you need to invest some capital. XEF is the rest of the developed world outside the U.S. He likes both, preferring them over the US market which he thinks has peaked. These ETFs are complimentary and don't overlap. They hold equities, to you bear equity risk.
Mike Philbrick
President, ReSolve Asset Management
Price
$25.810
Owned
Unknown
TOP PICK
TOP PICK
December 18, 2018
It made its low last month, which is quite positive. It was down 25% for the year before that. China is the biggest segment in this ETF. The US dollar is rolling over now which will benefit this part of the market, because emerging market debt is priced in USD. He sees 25% upside for this ETF in 2019.
It made its low last month, which is quite positive. It was down 25% for the year before that. China is the biggest segment in this ETF. The US dollar is rolling over now which will benefit this part of the market, because emerging market debt is priced in USD. He sees 25% upside for this ETF in 2019.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$25.130
Owned
Yes
COMMENT
COMMENT
November 23, 2018
The pain on this may not be over. The current tightening cycle of rising rates and a stronger US dollar will not be good for emerging markets. This if further complicated by lower oil prices, where many of these countries are oil exporters. Be careful. You could add some diversification, but it may continue to weaken. You might consider XMM-T (a low volatility ETF).
The pain on this may not be over. The current tightening cycle of rising rates and a stronger US dollar will not be good for emerging markets. This if further complicated by lower oil prices, where many of these countries are oil exporters. Be careful. You could add some diversification, but it may continue to weaken. You might consider XMM-T (a low volatility ETF).
Mike Philbrick
President, ReSolve Asset Management
Price
$24.560
Owned
No
Showing 1 to 15 of 26 entries