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BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $35.85)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.27)
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iShares MSCI China ETF (MCHI $58.08)
Q: Good morning - I have a meandering position in MCHI and have become concerned about investing in China as its structural issues seem dire ( real estate, youth unemployment etc) while its exports have soared. I'm wondering which international market makes the most sense these days. I have VEA which is doing fine. I had Japan exposure and left it for China. India seems fully priced. I have plenty of US exposure already and don't want more. So, where to invest? Europe? I know the international markets are not your forte but which ETF(s) would you suggest?
Thanks, as always.
al
Thanks, as always.
al
5i Research Answer:
We think taking a broad approach might make sense opposed to trying to pick single regional winners. EAFE exposure can make sense and we might prefer a CAD-hedged option here. Something like ZDM could work. On Emerging Markets, VEE is one option for broad exposure to this market.