Q: Happy New Year to all of you at 5I. What are your thoughts on MCHI? I've owned it for a while and it has done nada. China is an export juggernaut with a domestic market in a shambles. The real estate vortex continues. Would India offer better prospects than China, at this time and for say a three to five year hold. Or, back to Japan? I want some exposure to Asia but what say you? Many thanks

al

Q: Do you have a preference between FXI and MCHI for China equity exposure outside pure tech? I would appreciate your rationale e.g. index methodology and coverage (large cap vs broader market), sector weights, liquidity and cost, risk concentration.
Any structural advantages or drawbacks? Assuming portfolio capacity permits, does holding both make sense from an incremental diversification standpoint, or does one ETF sufficiently capture the intended exposure?

Q: Good morning,

I am concerned about US debt levels and US instability and am worried about a currency crisis which would negatively impact both the US and Canada. I am looking into investing into etfs of specific countries that I believe could whether the storm well. (I am current looking at NORW as an example) Can you please recommend 3 foreign country etfs that would be relatively insolated from a currency crisis for the US and Canada?
Thanks