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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: 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
Read Answer Asked by Gordon on December 23, 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: Hello Peter and Team,

If the long term thesis is that after this latest crises, companies will diversify outside of China for manufacturing, countries like India should do well. What other countries would do well for long term in your opinion due to this and how would you invest in this thesis? How would you invest in India?

Thanks,

Wes
Read Answer Asked by Wes on March 11, 2020
Q: I'm interested in India for emerging markets exposure. Would you recommend individual companies (financials?) or go with an ETF or FIH.u? Thanks for your service.
Read Answer Asked by Michael on October 16, 2019
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