10Mon·

Would you rather combine a USA ETF portfolio with India (e.g $QDV5 (-0.86%) ) or an EM ex China ETF (e.g $EXCH (-0.09%) ).


idea: India is strong and will continue to grow. Is the India ETF therefore the better choice, as with a more general EM ETF you buy too many nuggets. What do you think?

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Personally, I will currently not enter into a single investment with any other country in the world than the USA.
...and the ex-China-EM-ETF $EMXC initially has South Korea and Taiwan in addition to India in a similar order of magnitude of around 20%. I think that's completely okay and sufficiently balanced...

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I am betting on India.
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India is growing strongly, but is probably also the most expensive market in the world. There is a good video on EM on YouTube from Investflow. I wouldn't bet on India alone. You are either prepared to take the China/Taiwan risk or not. But if it comes to a war, China cannot be treated in the same way as Russia.
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Why my China?

It feels like half of Asia is dependent on China.

If no China then you have to choose a South America ETF
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I would go for the $EXCH one
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