KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA)
Could China Stop Exporting Deflation?
China plans to curb low-price competition and phase out outdated industrial capacity, targeting sectors like EVs, solar, and e-commerce. Reducing overcapacity could boost Chinese companies' profitability and attract more domestic and foreign investment into Mainland equities. Effective action on overcapacity may ease US-China trade tensions, potentially serving as a win-win in ongoing negotiations.
November PMIs, Real Estate, Car Sales Lift China Markets
China markets responded favorably to November's purchasing managers indexes gains alongside positive real estate and auto sales for the month. Investors currently underweight to the country may miss opportunities within domestic markets as policy support continues.
KraneShares Gauges Domestic Investor Sentiment in China
Xiabing Su, cultural analyst at KraneShares, interviewed a variety of Chinese investors last month when visiting a brokerage firm in Lanzhou, China. While investors expressed a range of opinions regarding market outlooks, all demonstrated a depth of knowledge about the government's policy supports of markets.
What You May Have Missed in China's Recent Rally
China's market rally cooled recently as markets worked to process significantly overbought positions. However, KraneShares believes there's still a longer runway for equities, particularly mainland stocks, making the outperforming KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) worth consideration.
China Stocks Clock Best Day Since 2008
Mainland China stocks soared Monday, notching their best single-day rally in 16 years. Supportive policy moves from Beijing lifted sentiment higher, with China stocks and related ETFs surging to start the week.
Look to China Consumer ETFs as China to Cut Rates on Trillions in Mortgages
While many Americans who've bought homes in the last year face higher mortgage rates, Chinese mortgage-holders are seeing rate cuts. Per media reports, the move has yet to be finalized, but it does follow previous coverage suggesting authorities were considering a cut.
This China ETF's Long-Term Performance Stands Out
A China ETF can offer many things to a portfolio; namely, upside and diversification stand out. Of course, for many investors, long-term performance appeals the most.
Follow Big Chinese Equity Buyers With This ETF
By some estimates, China's various sovereign wealth funds manage $2 trillion in combined assets. Alone, that's impressive, but even more so when considering that the total managed by all sovereign wealth funds is estimated to be $12 trillion.
China Stocks Can Shake Property Risk Doldrums
One of the biggest drags on China stocks has been weakness in the country's property market. That includes a series of large-scale defaults.
KBA: Long-Term Recovery Play At 13x Earnings
The KraneShares Bosera MSCI China A 50 Connect Index ETF tracks the MSCI China A 50 Connect Index. Chinese equities have struggled over the last 3 years, and while KBA is still in the red, it is outperforming analogous ETFs. Government reforms have helped certain segments rally, and there is more to be gained at this attractive entry point for the fund.
Some Pros Are Backing China Stocks
Following a lengthy period of underperformance, China stocks have recently shown signs of life. The asset class is winning endorsements from some professional market participants.
