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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Can you please provide two Emerging Markets ETFs ex. China that you would recommend to an investor seeking exposure to those markets?

Thanks as always for your expertise.
Read Answer Asked by Richard on January 05, 2023
Q: A recent question started with the premise that China was currently uninvestable. You answered the question but did not speak to the premise. I, myself, was thinking pretty close to the opposite, that China represents one of the better opportunities right now. What do you think? Thank-you.
Read Answer Asked by Alex on January 04, 2023
Q: Regarding the T1135 form, my understanding is that by owning both ILF (U.S. ETF) and Vale (ADR), they would need to be declared (i.e. not exempt from reporting) above the $100,000 threshold correct? I believe this is true unless they are held within an RRSP or a TFSA, in which case both would be exempt.

On the other hand, ETF's with foreign holdings that are created by Canadian institutions such as the BMO's ZEM would also be exempt from reporting, even if that one was held within an open account.

If the above is true, is there a Canadian-based alternative to the ILF ETF ? I would like to have some exposure to Latin America. ZEM, for instance, has holdings I'm not really interested in.
Read Answer Asked by James on January 04, 2023
Q: Happy New Year to all the 5i team!

Question for you: should we be adding to ILF for emerging market exposure? It's dropped the past year with most everything else but is paying a monster dividend now (like 12.7 % going off of trailing year's payments). Am I missing something?

Should we be looking at something like ZEM instead?

Thanks!
Read Answer Asked by Marc on January 03, 2023
Q: Note: Allkem Ltd trades under the ticker AKE. Very few questions, last in 2021. Now established operations and profitable. I know it's out of your geography of reporting but could you do a quick analysis of its fundamentals, new projects nearing completion and, particularly, its recent decline in share price, as it's sharply off it's recent all-time highs

thanks for all you do and all the best for the Festive Season and 2023
John
Read Answer Asked by John on December 23, 2022
Q: Based on Portfolio Analytics my portfolio needs more international exposure and more industrial exposure. To that end I am looking at BASF SE the german chemical giant currently trading at a discount with a great dividend.
Should I be worried?
Read Answer Asked by John on December 21, 2022
Q: 1. Under current and projected global market conditions, does it make sense to invest in India-focused ETFs?
2. For India, would you lean towards actively managed ETFs, or passive ETFs , or invest in both?

If both, Which ETFs , if any, do you favor for the next couple of years? I am more comfortable with ETFs that are traded in NY or London, are hedged to the US$, and which invest only in mega caps, excluding State-owned enterprises.
Read Answer Asked by Adam on December 16, 2022
Q: Further to your response to Tom on Dec. 5th, could you recommend several ETFs that would be quality choices to represent emerging markets, healthcare and tech that would result in less overall volatility than purchasing individual stocks? Thanks.
Read Answer Asked by Tara on December 13, 2022
Q: hi,
can I get your thoughts on BABA for a long term hold. Obviously huge uncertainty re China government. but China markets down lots due to lockdowns etc. I was thinking BABA could be a good proxy for the Chinese markets.
And, if not BABA, do you have an ETF that you think would perform best with an uptick in the Chinese stock markets ( and is very liquid )
cheers, chris
Read Answer Asked by chris on December 06, 2022
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