China
China equity, fixed income, and thematic ETF coverage.
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.
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.
DeepSeek-V4 and Its Impact on GCC China Tech ETFs
The global artificial intelligence race is approaching a new inflection point, and this time, the disruption is not primarily about model capability. It is about economics. Markets and the technology community are closely watching the anticipated release of DeepSeek-V4, the next-generation model from Hangzhou-based AI startup DeepSeek. While official specifications remain limited, early industry leaks […]
US Tariff Ruling Reshapes Trade — A Near-Term Positive for China
A landmark ruling by the U.S. Supreme Court on former President Donald Trump’s tariff policy has materially reshaped expectations for global trade and growth. The decision, which limits the executive branch’s ability to impose tariffs under emergency powers, introduces new legal constraints on U.S. trade strategy while offering short-term relief to China and export-oriented Asian […]
JP Morgan Says “Buy the Dip” on China Internet
Explore the dynamics of China internet and its impact on tech valuations amid political and economic shifts.
What Is KWEB ETF? Understanding the KraneShares CSI China Internet ETF
Explore Kweb etf for targeted investment in China’s booming internet and technology sectors without picking individual stocks.
ADX approves first KraneShares’ US-listed ETFs for local trading on Dec 10
Explore the exciting development of Kweb KRBN as US-listed ETFs gain approval for cross-listing on ADX in the UAE.
Tariff Truce: Trump and Xi Hit Pause on Trade War
Explore the latest developments in the USA China trade relations with the new truce between Donald Trump and Xi Jinping.
Beijing Calls for Talks as Rare-Earth Curbs Meet U.S. Tariff Threats
Understand how tariffs are impacting markets and trade as Beijing defends its rare-earth measures amidst tensions with Washington.
The Dragon Roars Back: Chinese ETFs Surge, Yuan Hits Multi-Year High, and Investors Flock Back
The Chinese markets have faced an extended period of uneven performance in recent years, largely due to a combination of internal and external risks. However, there are growing signs that this may be a turning point.Recent policy shifts and a renewed focus on stabilizing key risks are providing a more favorable environment for a potential […]
