This Australian traded ETF focuses on the Asian technology sector, ex-Japan, and we feel following its ~27% correction some excellent value is emerging across the region in tech.
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Monthly Update: Portfolio performance and positioning during October
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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DroneShield (DRO) v Electro Optic Systems (EOS)
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Buy Hold Sell: The best and worst performers of FY25
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM likes the ASIA ETF around current levels
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