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Search resuls for: "KraneShares CSI China Internet"


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An options approach may be the best way for investors to play the recovery in Chinese stocks after the notoriously volatile stock market there has boomed to start 2023, a ccording to Barclays. One way to get some exposure to the uptrend while limiting potential risk is through a call spread on a Chinese-focused ETF, like the KraneShares CSI China Internet ETF (KWEB) , Barclays said. "We still recommend monetizing the China re-opening trade via options, and note that among China-related ETFs, call spreads are the most attractive on KWEB, given the relatively flat call skew," Pascale added. KWEB YTD mountain KWEB is off to a hot start in 2023. A call spread consists of buying one call option and selling another one at a higher strike price.
"FANG" and other big cap tech have faded as favorite trades, but i nvesting in foreign stocks as a way to generate better returns is just beginning. The outperformance in foreign markets has not gone unnoticed by U.S. investors, bruised by the 19.4% decline in the S & P 500 last year. Also, investors in foreign stocks will benefit if their local currencies gain against the dollar. Investors are now monitoring foreign markets much more and focusing on what's happening in currency pairs, like dollar/yen. "I think a lot of investors will play Europe stocks right out of the gate," he said.
With the dollar weakening, it's time for U.S. investors to get more serious about going abroad for stock market gains. Europe, China, Japan, Asia are actually going to move from losers to winners," he said. The iShares China Large-Cap ETF (FXI), iShares MSCI China ETF (MCHI) and KraneShares CSI China Internet ETF (KWEB) are invested in shares of Chinese companies. Chinese stocks make up 33% of the MSCI Emerging Markets Index. The iShares MSCI Emerging Markets ETF (EEM) represents that index.
Funds tied to China, like the KraneShares CSI China Internet ETF (KWEB) , have made significant rebounds on the China reopening. "All eyes are on China," Tom Lydon, vice chairman of VettaFi, told Dominic Chu on CNBC's "ETF Edge" on Monday. China aside, fixed income funds are also seeing an end-of-year pop as more investors seek out opportunities for tax-loss harvesting plays. Its income-focused product, GraniteShares HIPS US High Income ETF (HIPS) provides exposure to four of the highest-yielding securities across alternative income: MLPs, REITs, BDCs and closed-end funds. The JPMorgan Equity Premium Income ETF (JEPI) seeks to provide a majority of the returns tied to the S&P 500 Index, while the Nationwide Risk-Managed Income ETF (NUSI) replicates the Nasdaq-100.
Emerging markets could be a big winner for investors next year, even though a global economic slowdown seems likely, according to JPMorgan. Chief global markets strategist Marko Kolanovic said in a note to clients on Thursday that emerging markets could rally next year even as major economies slow, as markets look ahead to the next economic rebound. The iShares MSCI China ETF (MCHI) is the biggest, at roughly $8 billion of assets under management. The iShares MSCI Brazil ETF (EWZ) has already outperformed the U.S. market this year, rising more than 13% on a total return basis. Another area of emerging markets that could rally next year is technology, due in part to the "expected peaking of US rates and forecasted bottom in tech sub-sectors especially memory," JPMorgan said.
Global markets pulled back earlier this week after protests across China erupted over the country's zero-Covid policy. And with the SPDR S&P China ETF (GXC) down 30% this year, there's a growing debate on whether China makes a good investment now given the political risks. "Where value stocks are international stocks right now, value stocks are Chinese equities. On the flip side, China shares the U.S., like KraneShares CSI China Internet ETF (KWEB) and iShares MSCI China ETF (MCHI) , have started to move higher and Monday and continued to log gains. Adding context to the notion that China has underperformed, Ahern said that only 2% of the MSCI China Index was composed of tech decade ago.
A stunning reversal in Chinese stocks in November has investors once again reassessing whether now is the time to double down on this once-hot market. "Biden's comments that he did not see an imminent threat to Taiwan from China were also noteworthy...," said Chang to CNBC. Investors CNBC spoke to remain encouraged by the country's much-needed reopening but want more evidence to suggest Beijing is easing its zero-Covid policy. The latest third-quarter 13F filings ending Sept. 30 also show several reputable hedge funds reducing their exposure to Chinese tech stocks. These positions may have changed since the end of September, but the data does suggest buy-side investors remain cautious on owning Chinese tech.
Traders work on the floor of the New York Stock Exchange (NYSE) in New York, November 15, 2022. Stock futures fell in overnight trading as investors weighed another lighter-than-expected inflation report and looked ahead to retail sales data due out Wednesday. S&P 500 and Nasdaq 100 futures slipped 0.2% and 0.17%, respectively. The producer price index report, which measures wholesale prices, came in below expectations, which alleviated some of investors' concerns around inflation. Nine out of 11 S&P 500 sectors rose, led to the upside by communication services and information technology.
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