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.
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.
The buy zone for EPI is 🔒 (To see the locked content, please take a 30 day free trial).
The allocation in both portfolios is 🔒.
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This post was just published on ZYX Allocation Alert.
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