Several people who knew what the firm I founded, Beyond Borders Investment Strategies, LLC, was doing contacted me during the first three weeks after Hamas’ horrific terrorist attack on Israel that resulted in a gruesome massacre of men, women, children, and the elderly and mass kidnappings of the Israelis and guests of Israel, who were taken by the murderous demons into their underground lairs in Gaza. Some asked me what investments they could make to help the Israeli economy recover. Others were more specific and asked me what single-country equity Exchange Traded Funds (ETFs) they could buy to support Israel’s economic recovery during and after the war that was started by the Hamas attack.
In Part 1 of this report, I explain the danger that the Israeli economy is facing from the falling stock prices that were caused by the war with Hamas. I share several scenarios showing how falling stock prices can negatively impact companies and the economy and cause high unemployment that can persist unless treated before its spread. In Part 2, I explain why people reached out to me to learn about single-country equity ETFs in the first place and how investing in these investment vehicles can help save jobs in any crisis-stricken country and assist it – and its residents – in recovering from a crisis, as long as there is a single-country equity ETF that tracks the country’s stock market.
In Part 3, I provide names and tickers of four equity ETFs tracking Israeli stock markets that trade on the US markets and that investors can buy in their brokerage accounts. I share some analyses of the ETFs I have used while selecting single-country ETFs for all 49 countries in the BBIS investment universe over the last decade. I also share potentially attractive returns that the ETFs’ valuation expansion to the long-term average levels may cause in the future. In Part 4 of the report, I talk about the most critical catalyst that, in my opinion, would lead to attractive returns of the Israeli ETFs, which I calculated at the end of Part 3. I also talk about some risks that can delay or lower these returns. They include any negative surprises that prolong the war, the war with Hamas turning into a regional battle with an Iran-led terrorist coalition, the potential success of Hamas’ strategy of hiding behind civilians and waiting for international public outcry to make Israel leave Gaza before eradicating Hamas, depreciation of the Israeli Shekel, and a global recession lowering economic growth and revenues that Israeli companies derive from their exports.
One goal of this report is to provide potential investors with information to help them decide whether they would like to purchase shares of the Israeli equity ETFs to help the country during this difficult time and, if so, which ETFs to buy. I also hoped to make the report useful for those interested in investing in the Israeli ETFs in search of higher returns, as I believe the current equity valuations are low. I hope that those who want to help the Israeli economy recover, those who want to make money by investing in Israeli companies at attractive valuations, and those who want to reach both goals will find this report helpful.
This report is of an educational rather than commercial nature. Investors who want to buy Israeli ETFs can do this independently of BBIS.
To read the full report, please Click Here
Best regards,
Vitaly
Vitaly Veksler, CFA
CEO & Portfolio Manager
Beyond Borders Investment Strategies, LLC
[email protected]
Disclosures: This report should not be construed as investment advice. Please do your own research to determine whether the Israeli ETFs – EIS, ISRA, ITEQ, and IZRL – or any other investment instruments mentioned in this report are appropriate for your investment portfolios and, if so, their respective portfolio weights. Beyond Borders Investment Strategies, LLC holds investment positions in EIS and ISRA. BBIS does not have any profit-sharing agreements with any of the ETF providers.
In Part 1 of this report, I explain the danger that the Israeli economy is facing from the falling stock prices that were caused by the war with Hamas. I share several scenarios showing how falling stock prices can negatively impact companies and the economy and cause high unemployment that can persist unless treated before its spread. In Part 2, I explain why people reached out to me to learn about single-country equity ETFs in the first place and how investing in these investment vehicles can help save jobs in any crisis-stricken country and assist it – and its residents – in recovering from a crisis, as long as there is a single-country equity ETF that tracks the country’s stock market.
In Part 3, I provide names and tickers of four equity ETFs tracking Israeli stock markets that trade on the US markets and that investors can buy in their brokerage accounts. I share some analyses of the ETFs I have used while selecting single-country ETFs for all 49 countries in the BBIS investment universe over the last decade. I also share potentially attractive returns that the ETFs’ valuation expansion to the long-term average levels may cause in the future. In Part 4 of the report, I talk about the most critical catalyst that, in my opinion, would lead to attractive returns of the Israeli ETFs, which I calculated at the end of Part 3. I also talk about some risks that can delay or lower these returns. They include any negative surprises that prolong the war, the war with Hamas turning into a regional battle with an Iran-led terrorist coalition, the potential success of Hamas’ strategy of hiding behind civilians and waiting for international public outcry to make Israel leave Gaza before eradicating Hamas, depreciation of the Israeli Shekel, and a global recession lowering economic growth and revenues that Israeli companies derive from their exports.
One goal of this report is to provide potential investors with information to help them decide whether they would like to purchase shares of the Israeli equity ETFs to help the country during this difficult time and, if so, which ETFs to buy. I also hoped to make the report useful for those interested in investing in the Israeli ETFs in search of higher returns, as I believe the current equity valuations are low. I hope that those who want to help the Israeli economy recover, those who want to make money by investing in Israeli companies at attractive valuations, and those who want to reach both goals will find this report helpful.
This report is of an educational rather than commercial nature. Investors who want to buy Israeli ETFs can do this independently of BBIS.
To read the full report, please Click Here
Best regards,
Vitaly
Vitaly Veksler, CFA
CEO & Portfolio Manager
Beyond Borders Investment Strategies, LLC
[email protected]
Disclosures: This report should not be construed as investment advice. Please do your own research to determine whether the Israeli ETFs – EIS, ISRA, ITEQ, and IZRL – or any other investment instruments mentioned in this report are appropriate for your investment portfolios and, if so, their respective portfolio weights. Beyond Borders Investment Strategies, LLC holds investment positions in EIS and ISRA. BBIS does not have any profit-sharing agreements with any of the ETF providers.
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