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BMO MSCI China ESG Leaders Index ETF (ZCH)
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BMO MSCI India ESG Leaders Index ETF (ZID)
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iShares S&P India Nifty 50 Index Fund (INDY)
Q: Repeating a question from Dec 2021 from Mike. At the time he asked: I would like to gain some more exposure into areas outside of Canada and the US, specifically China and India. I think ETF is the way to go. Would you suggest a couple? Any concerns with these areas currently? Would you suggest denominated in C$, US$ or any other currency for diversification?
What would your answer be today ?
Thank you.
What would your answer be today ?
Thank you.
5i Research Answer:
China has had a big short term bounce on government stimulus efforts. While we might wait a bit for this move to consolidate, our prior comments would still apply. The regions are cheap, but need to show better earnings and GDP growth for investors to truly get behind them. A weak US dollar would go a long way in boosting the sector, and with lower rates in the US this may be more likely now. ZCH, ZID, INDY can be suggested as ETFs.