By Nigam Arora & Dr. Natasha Arora
Signal(s) to enter, add, reduce, exit, hold or change.
Historically, iPhones have been manufactured in China.
Tension between the U.S. and China is prompting companies to diversify out of China. Many emerging markets will benefit. We previously shared with you how Vietnam is benefiting from moves by Apple and Dell Computer (DELL).
India will also be a large beneficiary of diversification out of China.
Foxconn, a Taiwanese company that manufactures iPhones for Apple (AAPL), is building a new $700M parts plant in India. Apple aims to produce 25% of all iPhones out of India by 2025. Currently, production in India is at 5% – 7%.
Apple increasing iPhone production out of India by about five-fold will boost India’s standing as a hub for electronics manufacturing.
This will attract other electronic manufacturers to set up factories in India.
ETF Of Choice
The ETF of choice for investing in India is EPI.
The Plan
Investors should consider undertaking a two-part strategy:
- Building a core position by buying EPI on major dips for the very long term
- Starting trade around positions on EPI on major dips with the objective of taking profits on up moves. Please see Trade Management Guidelines to learn about Trade Around Positions.
Buy Zone
The buy zone for EPI is 🔒 (To see the locked content, please take a 30 day free trial).
Allocation
The allocation in both portfolios is 🔒.
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This post was just published on ZYX Allocation Alert.
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Nigam Arora
Nigam Arora is known for his accurate stock market calls. Nigam is a distinguished master of the macro. He is a popular columnist with over 100 million page views, an engineer, and nuclear physicist by background. Nigam has founded two Inc. 500 fastest growing companies and has been involved in over 50 entrepreneurial ventures. He is the developer of Theory ZYX of Successful Change Management and is the author of the book on Theory ZYX, as well as the developer of the ZYX Change Method for Investing.
Dr. Natasha Arora
Dr. Natasha Arora has significant expertise in investment analysis especially biotech, healthcare, and technology. Natasha is a graduate of Harvard Medical School followed by a postdoc at MIT. She has published several peer reviewed research papers in top science journals.
