A decent ETF. HUTL is globally diversified, fine, but his one concern is that utilities. He predicts global growth to be higher in 2021 than the consensus. Look also at Wisdom Tree ... Look at Asia. EUFN-Q offers a good dividend yield.
A decent ETF. HUTL is globally diversified, fine, but his one concern is that utilities. He predicts global growth to be higher in 2021 than the consensus. Look also at Wisdom Tree ... Look at Asia. EUFN-Q offers a good dividend yield.
It's the US small caps index. They do better in times of declining yields and higher growth. This is good if you want to hunker down and hedge the US dollar. Small caps are beat up, but he predicts a rotation in the coming year to favour small caps. XSU is decent, but he prefers SCZ.
Has done really well. It's full of tech/internet companies like Alibaba. The Chinese tech industry has done very well. He predicts a work-from-home to back-to-home, so values and cyclicals will do well in 2021. That doesn't mean to sell tech, but if you own this, take some profits and buy into value and cyclicals, like banks and industrials in EM and Europe.
Has done really well. It's full of tech/internet companies like Alibaba. The Chinese tech industry has done very well. He predicts a work-from-home to back-to-home, so values and cyclicals will do well in 2021. That doesn't mean to sell tech, but if you own this, take some profits and buy into value and cyclicals, like banks and industrials in EM and Europe.
South Korean stocks are undervalued. The economy is resilient, having endured Covid well and totally integrated into world supply chains. It's benefitted from some supply chain shift away from China. South Korea is attracting more foreign capital flows. Samsung is EWY's biggest holding at 22%.
South Korean stocks are undervalued. The economy is resilient, having endured Covid well and totally integrated into world supply chains. It's benefitted from some supply chain shift away from China. South Korea is attracting more foreign capital flows. Samsung is EWY's biggest holding at 22%.