Q: Hi Guys
I would like some Emerging Markets exposure, After listening to Jeffery Gundlach and Felix Zulauf ( both very smart guys) they agree China is now totally uninvestable.
My problem is i own ZEM for my emerging markets exposure which has about 30% China.
There is EMXC which i could buy instead which excludes China, but holds about 20% exposure to Taiwan.
What would be your strategy?
Thanks Gord

Q: I would like to diversify a little more internationally in the coming year. I was looking at these two ETFs EZA and ZWP for a combination of yield from ZWP, and growth and yield with EZA. Naspers, I believe has a large interest in Tencent and has not followed the SP growth to the same extent so I am thinking this might be a good way to play this within an ETF. Could I please have your thoughts or other recommendations to expand internationally?
Thank you
J