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!