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David Jackson

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  • Just One ETF: The New Fund Aimed at Local Goods for Emerging Consumers [View article]
    Hi Charles,

    Thinking more about this: perhaps the distinction you're looking for isn't whether the stocks in the fund are consumer stocks, but whether they are export-oriented or cater to the domestic market. A consumer good company, for example, which largely exports to the US isn't a play on the growth of emerging market consumers. Similarly, companies that provide domestic infrastructure and materials might actually have meaningful leverage to economic growth via the growth of consumption in emerging markets.

    It would therefore be interesting to see an ETF sponsor come out with two ETFs which split emerging market stocks into "exporters" versus "non-exporters". I wonder how the non-exporters would correlate with ECON.

    That might also be a justification for playing the growth of emerging market consumers with DGS vs. ECON. Small caps tend to be less export-oriented.
    Sep 17 06:09 AM | 1 Like Like |Link to Comment
  • Just One ETF: The New Fund Aimed at Local Goods for Emerging Consumers [View article]
    Thanks, Charles, for an excellent interview.

    Philip Blancato also chose as his top pick an ETF (DGS) to play emerging market consumers (seekingalpha.com/artic...), but it was before ECON was available.

    Since you didn't mention DGS as one of the alternatives to ECON, it would be interesting to hear your thoughts on it.
    Sep 16 05:34 PM | Likes Like |Link to Comment
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