China
China equity, fixed income, and thematic ETF coverage.
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.
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.