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The successful conclusion of NAFTA renegotiations—and the creation of the new United States-Mexico-Canada Agreement, or USMCA—should boost Mexico’s economic prospects. Combined with lower inflation and a boost to exports from a lower peso, the economy and stock market could be headed for better times.


Here is an ETF that provides exposure to the top Mexican publicly listed companies.


ISHARES MSCI MEXICO ETF $48.89 (Nasdaq symbol EWW; TSI Network ETF Rating: Aggressive; Market cap: $1.1 billion) tracks the performance of the largest publicly listed Mexican companies.


Financial Services account for 17% of its assets, while Telecommunication services (15%), Basic materials (15%), Consumer cyclical (14%), Industrials (11%) and Consumer defensive (10%) are other key segments.


The ETF holds a portfolio of 57 stocks; the top 10 holdings make up a high 62% of its assets....

Canadian ETF assets are still growing. At the end of August 2018, there were 621 ETFs in Canada, with assets under management of $163.7 billion. Total assets were 22% higher than a year earlier. They were almost double the total asset value recorded at the end of 2015.


Blackrock Canada remains the largest ETF provider with 115 funds and a 37% market share....

The six ETFs we update below mainly hold high-quality stocks that are widely traded on Canadian and U.S. exchanges. Each fund tracks the performance of a major stock market index. That’s different from ETFs focused on narrower indexes or themes such as cryptocurrencies or biotechnology.


Of course, you pay brokerage commissions to buy and sell these investments....

LISTEN:

Several factors contributed to Brazil’s 2015-2016 recession, one of its worst: political turmoil, corruption at one of the country’s major corporations, volatile commodity prices, and high inflation....

The big ETF winner over the past month was the Horizons Marijuana Life Sciences Index ETF (symbol HMMJ) with a 32.3% gain. This performance was driven by a jump in share prices for its top holdings, including Canopy Growth, Aurora Cannabis, Organigram and Aphria....

Several factors contributed to Brazil’s 2015-2016 recession, one of its worst: political turmoil, corruption at one of the country’s major corporations, volatile commodity prices, and high inflation. However, starting in 2017, the country has slowly emerged from that crisis....

Here are two ETFs that emphasize value investing in their stock selection. Academic studies suggest that, on average, value stocks can produce better results than growth investing. Still, it’s important to look closely to see if they’re truly undervalued. They may, after all, only be cheap due to hidden problems.


At the same time, we think you benefit most from a balance of high-quality value stocks and growth stocks....

ISHARES CDN REIT INDEX FUND $17.70 (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) holds all 15 Canadian real estate investment trusts in the S&P/TSX REIT Index.


The fund has an MER of 0.61%, and it currently yields a high 4.7%.


The ETF’s top ten holdings are RioCan REIT (16.7% of holdings), Canadian Apartment Prop....

ISHARES CHINA LARGE-CAP ETF $41.29 (New York symbol FXI; buy or sell through brokers) tracks the 50 largest, most-liquid Chinese stocks.


The ETF started up October 4, 2004, and has an MER of 0.74%. It yields 2.1%.


Top holdings for the $4.7 billion fund are China Construction Bank, 9.0%; Industrial & Commercial Bank, 8.2%; Tencent (Internet services), 8.1%; China Mobile, 6.6%; Ping An Insurance, 6.2%; Bank of China, 4.4%; CNOOC (oil), 4.2%; China Petroleum, 4.1%; China Life (insurance), 3.1% and PetroChina, 2.9%.


China still has strong growth potential....

The Bank of Canada increased its benchmark interest rate in July 2018 from 1.25% to 1.50%. That rate could rise further later this year on stronger economic growth and low unemployment. Inflation has also moved up steadily, sitting at 3.0% in July 2018.


We continue to caution against investing in bonds....