Investment Q&A

Q: Looking to diversify into more international equities. Trump is not fond of China, Russia is currently uninvestable (no ETFs). Are there certain countries/regions you think look good fundamentally and would likely have a good relationship with Trump? Please name a few international ETFs which you think could perform well over the next 5 years.

Q: EWW the Mexican market ETF is down 10% today on high volume. This appears to be related to the strong majority that the new Presiden has but her win was expected before the election. Is EWW a buy at these depressed prices or is there some fundamental conern that would explain such a big drop in its price

Q: Good afternoon all;

I have a developing opinion (still sorting it out) that it may be time to increase overseas holdings; I have underrepresented them significantly in the past 5 years. I am particularly looking at the African and SE Asian (ex China) economies. While I understand these may not be questions fully in your wheelhouse, your views would be appreciated.

- Do you concur that, subject to Black Swan events, we could expect overseas economies to outperform Canada in the coming few years?
- What geographic areas would you put focus on?
- Do you have 2 or 3 ETF's that may suit such a strategy? DGS is one that has peaked my curiosity.

Thanks for your assistance as always.

Q: What country is your favourite emerging market today for the next five years?
Which ETF would you reccomend based on this answer?

Thanks very much

Q: Hi 5i Team,

I know international markets aren't your wheelhouse per se but any insight you have is appreciated. I have been reading a lot about Mexico's surprising growth over the last few years and better-than-thought projected growth for 2024. It sounds like even Scotiabank is planning on redirecting investment from other underperforming Latin American countries to Mexico in it's "Mexico First" strategic plans.
With this in mind, do you know of any Mexican companies that may benefit from this growth with compelling fundamentals that are listed on the NYSE or NASDAQ? Or even American companies that get most of thier revenue from Mexico?
I already own the ishares Mexico ETF but was interested in buying some individuals stocks.

Thank you all for your always sage advice and wishing you all an excellent and relaxing holiday season!

Q: Hi guys,

Thoughts on eww (Mexico etf) for 2024.

Thanks again for another great year with 5i !!

Merry Christmas and Happy New Year!

Jim

Q: Good morning, do you have any suggestions for ETF's that would be invested in the Mexican economy? With near and re-shoring for north american companies bringing their supply chains closer do you think Mexico is in for some growth over the next 10-25 years? Canadian or USA efts preferred.
Thanks

Q: EWW (Mexico ETF) has been doing well until very recently on the basis that Mexico now comptetes favourably with China on labour costs. Are there any new developments to explain the sudden drop on the valie of this ETF?

Q: Mexico is growing by leaps and bounds with near shoring and the new USMCA. what are good ETF's that cover Mexico ?

Q: Thoughts on a Mexican etf thanks for capital gain thanks

Q: David Rosenberg says Mexico will be a great beneficiary of supply chains shifting away from China. Is there a good ETF or other ways to play this?

Do you agree with the premise?

Q: Hello, looking for emerging markets, ETFs you recommend ex China and ex India (as I already hold INDY and FXI). Also looking for non-Canadian REIT ETF recommendations (I hold XRE). Finally what are your thoughts on preferred share ETFs and which would you recommend (Canadian or not) outside of CPD.
Thanks!

Q: There seems to be some new interest in Mexican securities. I KNOW NOTHING ABOUT MEXICAN MARKETS OR STOCKS OR ETFS!! Would appreciate any info and or recommendations - positive or negative. Thank you.

Q: I am hoping you can recommend a good mexican etf, and should it be hedged. Thanks for all of your great work.

Q: Hi Peter and Team,

In today's Financial Post, there's an interesting article called "Betting on the U.S. election via the ‘Trump ETF’"

If one wanted to "bet" on a Hillary victory, would a small purchase of EWW be a wise move? Any hesitation I have is due to currency risk, but I am unsure.

Thanks for any advice.

Q: Cheers 5i team, very glad to be a new subscriber.
Understanding that you cover quasi exclusively Canadian equities, my question pertains to FMX. I am looking for exposure to EM. What do you think of this company with exposure to Mexico, Latin America and the Philippines? Would you be a buyer? Also, what is the level of currency risk one would be undertaking with this stock. Feel free to name other preferences of yours in the EM space.

Thank you very much.

KR.

Q: Hola amigos. Is there an index fund, ETF or mutual fund that I can buy to invest in Mexico?