China
China equity, fixed income, and thematic ETF coverage.
Latest China articles
Could DeepSeek’s IPO Energize China Tech Stocks? KWEB and KSTR Tell Two Very Different Stories
DeepSeek's planned Shanghai listing arrives as Chinese tech stocks show divergence: KWEB internet ETF down 23.64% YTD while KSTR semiconductor ETF gained 31.59%, reflecting investor preference for AI infrastructure over consumer-exposed platforms.
China’s AI Rally Is Producing a New Wave of ETFs
China's artificial intelligence rally is spurring new ETF products, with the KraneShares China Technology Semiconductor STAR 50 Index ETF (KSTR) demonstrating both strong investor interest and significant volatility in concentrated tech exposure.
China's Gold Vault Push: A Long Road to Catch the Global Average
China is expanding its global network of gold vaults to boost the yuan's international utility, but its gold reserves at 8% of total foreign-exchange reserves still lag the 25% global average, indicating significant room for portfolio growth.
Gold Breaks Out as China's Central Bank Buying Gains Momentum
China's central bank extended its gold-buying streak to 21 consecutive months in July 2026, adding 640,000 ounces—the largest monthly purchase since October 2023. The accelerated sovereign buying, combined with a technical breakout in gold prices, strengthens the long-term investment case for the pr
CHHK vs. KWEB: Which China ETF Fits Your Investment Goals?
CHHK and KWEB offer different approaches to China's equity market. CHHK provides Shariah-compliant exposure to Hong Kong-listed Chinese companies, while KWEB focuses on internet and digital platform leaders across multiple exchanges.
CHHKAE
SK Hynix ADR Rally Puts TSMC Earnings at the Centre of the AI Chip Trade
SK Hynix's ADR debut and TSMC's upcoming earnings are reshaping how investors view the AI chip trade, shifting focus from single-stock narratives to broader semiconductor supply-chain exposure through ETFs.
SOXXUS
China Continues to Buy Gold at a Discount. Should You?
China Bought the Pullback, Not a Special Discount
The Great China Divide: Why China's Onshore and Offshore Stock Markets Are Telling Two Very Different Stories
China is often viewed as a single investment destination.
China Internet Stocks Back to Pre-DeepSeek Levels: Opportunity or Warning Sign?
China's technology sector appeared to be staging a comeback.
EV ETFs Are Rallying Again. But It's Not Just About Electric Vehicles
Electric vehicle ETFs are making a comeback after two difficult years, but the recovery reflects a broader shift in investor focus beyond vehicle sales to batteries, semiconductors, AI, and autonomous driving systems.
Trump and Xi meet in an increasingly complex world. Will markets welcome it?
Trump and Xi's meeting amid escalating Iran tensions could shift market dynamics. Chinese tech stocks surged 5% on Wednesday on hopes of trade concessions and reduced U.S.-China friction.
FXIUS
China's Internet Giants: A Difficult Quarter, and the Road Ahead
Q1 2026 tested China tech ETF investors as tariffs, consumer caution, and platform pricing wars drove losses. Yet major Chinese technology platforms maintain durable franchises, growing AI revenues, and strong balance sheets.