China A-share ETF size has grown each of the last six months to 1.64T RMB ($236b), up nearly 26% YoY. Historically, China ETFs have significantly underperformed U.S. ETFs, due largely to the market’s notorious volatility. That volatility is one of the key pillars underlying our position that active management in China is generally well worth…
Tag: Ashares
A-Share Stocks in the March ‘Golden Portfolio’
A Shanghai Security News survey reveals the ten Chinese stocks most recommended by brokers for March, without further ado: China Telecom China Mobile ZTE Luzhou Laojiao Great Wall Motor Sany Heavy Industry Wens Foodstuff Group China Pacific Insurance Group Dawning Information Industry Kingnet Network Takeaway 1: the brokers surveyed agreed that performance was the key…
A Clear Plan for China, with Mingshan’s Stephan Zhou
Stephan Zhou, COO & CFO of Mingshi Investment Management, brings his expertise to bear on western concerns with and approaches to China investment. 1:22 – What quality means in China. 3:52 -In China, factors are features. 8:16 – Staying ahead with AI. 12:16 – How Mingshi deals with regulatory risk. 12:16 – How swift is…
China’s Collapsing (Window)
Is What You (as an institutional investor) Need to Know About China It’s never been easier to escape reality, nor more necessary to face it. Easy – video games, Netflix, mind-altering substances, endless phone-checking & Internet scrolling Necessary – facing the new financial normal, and its increasingly uncomfortable prospects, to wit: FOUR CHALLENGES IN THIS FOURTH TURNING…
What You Don’t Know About China’s Lockdowns
Is What You (as an institutional investor) Need to Know About China “It ain’t what you don’t know that gets you. It’s what you do know that just ain’t so.” – Mark Twain Common Thinking is Not Common Sense I went to a working class high school. The few friends from there I’m still in…
Waiting for the Fall
China’s fall will be anything but surprising… It’s heartwarming to see the Chinese and the anti-Chinese at last have something in common. They’re both waiting for the fall of China. Here’s the rub: Chinese await the real fall, in October, when the 20th National Congress will augur the country’s path for the next five years. Anti-Chinese are…
A Widening Gyre
Increased Tensions Make Increased Global Diversification Increasingly Risky Dedication: Damn the Consequences This edition of High China Conviction is for you, Nancy Pelosi. Because if there’s one principle left all Americans can agree on, it’s that NO ONE tells Americans what they can or can’t do. To hell with the consequences, or the past…
China A-Shares: Active vs. Passive – A Veteran China Investor Weighs In
In our inaugural episode, veteran China investor Qi Wang explains how active and passive strategies typically perform in China’s onshore equity markets. Mr. Wang has over 23 years of experience in global and Chinese equities. Prior to joining MegaTrust, he was Head of China Index Research at MSCI Inc., the global index and analytics solutions…