AMEX:EEM   iShares MSCI Emerging Index Fund
The time seems to have come to consider allocating to Emerging Markets here, I am thinking of entering a position today. India and Mexico are set to benefit from decentralization of supply chains, China is about to get stimulus to consumption from govt, and AI is generally a source of growth and higher efficiency for the world going forward (solves the issue with demographics deteriorating). Oil has fallen enough to create a long term tailwind to earnings going forward and demand destruction from it being too high is out of the way (its effects were felt in a recession that took place, combined with CB actions causing further damage.)
Now the Fed has to reverse course, as a bonus, and China credit growth is accelerating again (after being negative for a good while)

I would secure some gains in healthcare to get an Emerging Markets allocation, I had a big position in the top profitable healthcare names as a defensive bet, but AI changes many long term levers here. I do like the idea of trading healthcare actively though, but Emerging Markets seems like a better proposition now and healthcare names are over extended (like LLY , TMO , WST , etc.)
Many valuations are very attractive in Asia currently, and technical setups are getting traction. It's go time.

Best of luck!


Ivan Labrie.

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