China Equities Outlook Brightens as Central Bank Activates “Monetary Policy Bazooka”
The Chinese government may finally have unleashed the government support China investors were looking for. The People's Bank of China (PBOC) announced some significant monetary policy changes that could change the overall outlook for China equities.
The Black Myth: Wukong Phenomenon & China Investing
Video games comprise an increasingly massive part of the global entertainment market. Though developers around the world make great games, U.S. and European developers have largely dominated.
KraneShares Unveils New AI-Powered China ETF
On Wednesday, KraneShares rolled out its latest China-focused fund, the KraneShares China Alpha Index ETF (KCAI). KCAI operates with a net expense ratio of 0.79%.
2 ETFs That Could Make Big Moves Before the End of the Year
Lower interest rates could unlock significant gains for the Vanguard Real Estate ETF. Investors can profit from China's economic recovery with the KraneShares CSI China Retail ETF.
The Underrated Equity Segment Dodging Most Yen-Carry-Trade Pain
Many, many investors have learned the hard way about the yen carry trade over the last week. While it may not be the case that AI overvaluation has been the culprit, tech options still struggled as tech felt much of the pain of investors unwinding their carry trades.
KraneShares Launches New Short-Duration Sustainable Fund
On Friday, KraneShares listed the KraneShares Sustainable Ultra Short Duration Index ETF (KCSH) on the NYSE. “With investors looking to diversify their equities, and with few incentives to extend duration, KCSH seeks to maximize current income through ultra-short duration, investment grade bonds,” said Luke Oliver, KraneShares' head of climate investments.
Look to China Internet ETF KWEB as PBOC Cuts Rates
In the latest step by China's government to address a flagging economy, the People's Bank of China has announced a cut to a key interest rate. That cut surprised investors and adds approximately $25 billion to banks in China, potentially boosting the outlook for tech there.
As China Approves 100-Plus Games, Watch China Tech ETF KWEB
Video games are a key pillar of the modern entertainment industry and China is no exception. In the billion-plus person nation, however, regulatory approvals can sometimes hold up game development and release.
Some KWEB Holdings Are Primed for Rebounds
For the month ending June 12, the MSCI China Index shed 5.90% — a pullback Goldman Sachs described as healthy. Retrenchments throughout rebounds – the current state of affairs for Chinese stocks – are normal.
KWEB: Upgrade To Buy, Too Cheap To Ignore
China risk has been compensated for with a cheap valuation of 0.6x PEG in the YE24-25 period. Consensus earnings revision point to 25% EPS growth. Consensus price targets indicate 30% upside potential.
KWEB: The Year The Dragon Awakes As The Contrarian
2024 could be the year of awakening for the Chinese economy, with the government taking steps to reinvigorate it. Despite risks and depressed sentiment, KWEB has outperformed its peers and has an attractive valuation and growth potential. The Chinese e-commerce market is expected to grow for the first time in 3 years, by a robust 17% this year. A majority of KWEB's assets are deployed in e-commerce.
This Could Be an Epic Week for the China Internet ETF
In the U.S., first-quarter earnings season is in the books. However, there are still some reports to be delivered by big-name ex-US companies, including several from China.
