ECH iShares MSCI Chile ETF : Bullish and Bearish Analyst Opinions

The author predicts a near-term election of a market-friendly, right-wing president in Colombia, which is a bullish catalyst for the country's assets.

Ram states he has "never owned so many international stocks before" and specifically mentions Chile is "running circles around the US." US valuations are stretched and political risk is high. Emerging markets (specifically commodity-rich nations like Chile) offer better value and leverage to the resource boom without the US tech premium. Long International/Emerging Markets. A strong USD crushing emerging market debt holders.

1. THE FACT: Small caps are leading the Broad Market Index by >5% YTD in markets like Peru, Czech Republic, Canada, U.S., and Australia. 2. THE BRIDGE: This indicates strong relative outperformance of small caps in these specific global regions, suggesting potential for continued gains. 3. THE VERDICT: Long small caps in specific leading global markets (Peru, Czech Republic, Canada, U.S., Australia) due to significant YTD outperformance.