Global Trade Tensions Hit Emerging-Market ETFs

The video discusses recent market trends, highlighting a shift towards safe haven investments like Treasury ETFs and gold due to economic uncertainties. It examines the impact of international tariffs on market flows, particularly in emerging markets. The introduction of new ETFs inspired by trade wars is explored, focusing on strategies that capitalize on government contracts. The video also delves into ETFs based on freedom scores, explaining the criteria for country inclusion. Taiwan's significant role in global tech supply chains is analyzed, along with the rationale for excluding certain countries from ETFs based on freedom metrics.

What was the primary reason for the recent surge in Treasury ETFs?

• Increased interest rates

• Market uncertainties

• New government policies

• Rising stock market

Which country experienced significant outflows due to tariff threats?

• Mexico

• China

• India

• Brazil

What is the focus of the new ETF inspired by trade wars?

• Retail investors

• Technology companies

• Emerging markets

• Government contract companies

On what basis are countries included in the freedom-based ETF?

• Freedom scores

• Economic growth

• Trade volume

• Market size

Why is Taiwan considered a backdoor bet on the Apple supply chain?

• It has a large tech industry

• It is a major Apple supplier

• It has low production costs

• It is geographically close to China

Which country is excluded from the freedom-based ETF due to low freedom scores?

• Saudi Arabia

• Chile

• India

• Taiwan

What is a key factor in determining a country's weight in the freedom-based ETF?

• Political stability

• Trade relations

• Economic size

• Relative freedom