iShares Global Healthcare ETF

Posted on | by Leon Hinde

iShares Global Healthcare is now under Algo Engine buy conditions and has been added to our ASX ETF model.

The fund aims to provide investors with the performance of the S&P Global 1200 Healthcare Sector IndexTM, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or small-capitalisation stocks.

CIMIC – Buy

Posted on | by Leon Hinde

CIM:ASX is likely to see improved earnings in FY22 and we expect to soon see a recovery in the share price.

CIMIC is a high-risk counter trend investment with the prospect of a multi-year recovery, once earnings hit an inflection point.

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China’s Property Market

Posted on | by Leon Hinde

The significance of Chinese house prices to world markets cannot be overstated. For twenty years China has been powering world growth.

There are many times in the past China has been successful in re-inflating its property market and we think that on the balance of probability, they’ll achieve this again.

Relative to other global equity indices, the iShares China Large-Cap looks to offer value. The risks are high in the short term, however, an opportunity presents for the long-term investor to consider accumulating the IZZ ETF over the next 6 months.

iShares Asia 50 is our preferred Asia sector ETF.