Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Firstly, most of my questions that arise are usually answered in your daily reports and I appreciate that. I read your "Around The World With 7 ETFs" and wondered if you could nail it down even further. In terms of pure growth, which one fund would you choose - Asia (even though China is a bit tech-heavy) or something else? And given the $US trajectory, would you hedge? I don't mind which exchange it's on. Thank you.
Hi David,
No pressure! The one point you didn’t mention was timeframe hence we’ve considered your question over the medium term. Our pick would be the ASX-traded BetaShares Asia Technology Tigers ETF (ASIA) which has 37% exposure to China, 33% Taiwan and 20% South Korea.
At MM we, like many, believe the AI evolution is in its infancy, and it’s already a major contributory factor in equity market trading around all-time highs as increasing future efficiencies are factored into company’s valuations. The big question is where to search for benefits from AI with the obvious call being the “Mag Seven” but as we saw with DeepSeek which first crossed the newswires in January the Asia and especially China are also likely to produce some major winners in the space.
However, when combined will our bearish medium/long term outlook to the $US Dollar we have a preference for Asian Tech as group although both continue to look good in the years ahead.
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