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☆ Worried about Alibaba’s share price slump? Analysts name 4 alternatives in China tech
  + stars: | 2023-02-02 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
No Chinese tech stock has generated as much excitement as Alibaba , one of the most recognizable names in the Chinese internet sector. More than 76% of analysts covering the stock rate it a "buy," giving it average upside of 31%, according to FactSet data. Kuaishou is rated buy or overweight by 94% of analysts covering the stock, who give it average upside of around 24.4%. It is rated buy by 88% of analysts covering it, and has average upside of 37.7%, according to FactSet data. Rounding off the list is food delivery giant Meituan , with average upside of 32.5%.
☆ Investors remain skeptical about recent rally in Chinese stocks, says KraneShares' Brendan Ahern
  + stars: | 2023-01-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors remain skeptical about recent rally in Chinese stocks, says KraneShares' Brendan AhernBrendan Ahern of KraneShares CIO, joins 'TechCheck' to break down investing in China, reopening of China, and the Lunar New Year.
☆ There's one options strategy that can help investors play China’s reopening, Barclays says
  + stars: | 2023-01-19 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
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.
☆ The case for investing in China's reopening is strong. Here's how to proceed with caution
  + stars: | 2023-01-19 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +11 min
Strategists see China's markets easily scoring double-digit gains this year. The case for investing outside the U.S. is strong, particularly with the dollar coming off its highs and looking at further downside. "While China's reopening is undoubtedly a turning point, there remain reasons to be cautious," wrote Barclays equity strategists. But still the prospects for China's economy are much brighter than they were just several months ago. The Covid lockdown has been so damaging to the Chinese economy, they want to get back to a growth path in 2023."
☆ China's economy looks set for a rebound in 2023, but a lot depends on one variable, KraneShares says
  + stars: | 2023-01-18 | by ( Sheila Chiang | ) www.cnbc.com   time to read: +1 min
China's gross domestic product grew 3% in 2022, less than half of 2021's rate. China's economy looks poised for a rebound in 2023, but a lot depends on one variable — the consumer, said investment management firm KraneShares. "We believe the reopening may lead to a V-shaped recovery in the share prices of China's consumer brands in early 2023. "The fallout from regulatory changes affecting the real estate development industry lingered longer than expected despite a commitment from the government to stabilize the sector," Chen said. China's real estate market slowed down sharply in 2022 as the government tightened restrictions on borrowing by developers.
☆ Davos panel expresses optimism over China's planned reopening
  + stars: | 2023-01-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDavos panel expresses optimism over China's planned reopeningPanelists share their outlook on China's planned reopening. Swiss-Chinese Chamber of Commerce President Felix Sutter, Baker McKenzie Global Chair Milton Cheng, Bain & Company Senior Partner and Regional Managing Partner (APAC) Satish Shankar, and KraneShares founder and CEO Jonathan Krane join CNBC's Silvia Amaro in the discussion.
☆ WEF Davos: China's Reopening
  + stars: | 2023-01-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWEF Davos: China's ReopeningAfter three years of Covid travel restrictions, China reopened its borders on Jan. 8, ending it’s zero-Covid policy. The impact of its reopening is expected to be the biggest economic event of 2023 as demand for Chinese goods, services and commodities rebounds. How quickly will the Chinese economy bounce back? What does it mean for global growth and for energy prices and inflation? Swiss-Chinese Chamber of Commerce President Felix Sutter, Baker McKenzie Global Chair Milton Cheng, Bain & Company Senior Partner and Regional Managing Partner (APAC) Satish Shankar and KraneShares founder and CEO Jonathan Krane join the discussion with CNBC's Silvia Amaro.
☆ 2023 is the year of the consumer in China: KraneShares CEO
  + stars: | 2023-01-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email2023 is the year of the consumer in China: KraneShares CEOIn a CNBC panel at Davos, KraneShares founder and CEO Jonathan Krane talks about consumption growth and the most exciting industries in China.
☆ International stock trade could be in the first inning as investors seek alternatives to U.S. tech
  + stars: | 2023-01-13 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +6 min
"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.
☆ Investors could find better stock market returns outside the U.S. in 2023
  + stars: | 2023-01-11 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +9 min
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.
☆ KWEB can keep going higher, says Brendan Ahern
  + stars: | 2023-01-09 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKWEB can keep going higher, says Brendan AhernBrendan Ahern, CIO of KraneShares, joins 'TechCheck' to discuss China's stock surge and what investors should do now.
☆ Chinese tech stocks will yield gains, says KraneShares' Brendan Ahern
  + stars: | 2023-01-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChinese tech stocks will yield gains, says KraneShares' Brendan AhernBrendan Ahern, CIO of KraneShares, joins Worldwide Exchange to discuss whether China is investable again.
☆ Investing in China as the country reopens, with KraneShares' Brendan Ahern
  + stars: | 2022-12-29 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvesting in China as the country reopens, with KraneShares' Brendan AhernBrendan Ahern of KraneShares joins CNBC's Brian Sullivan and the 'CNBC Special: Taking Stock 2023' to discuss how investors should look at opportunities in China right now.
☆ The near term will be bumpy for China, but the zero-Covid policy won't make a comeback, analyst says
  + stars: | 2022-12-29 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe near term will be bumpy for China, but the zero-Covid policy won't make a comeback, analyst saysChina has a "bumpy road" up ahead after ditching its zero-Covid policy, according to Xiaolin Chen, head of international at KraneShares.
☆ Investments are set to flow back into China as tech giants avoid U.S. delisting, government pledges policy support, says investment manager
  + stars: | 2022-12-21 | by ( Sheila Chiang | ) www.cnbc.com   time to read: +2 min
Budrul Chukrut | Sopa Images | Lightrocket | Getty ImagesInvestors could regain the confidence to put their money in Chinese tech stocks as these companies avoid delisting from U.S. stock exchanges and the Chinese government pledges policy support, according to one investment manager. Last week, U.S. accounting watchdog the Public Company Accounting Oversight Board said it gained full access to inspect and investigate Chinese companies for the first time, after China finally granted the U.S. access in August. Investors often grapple with a lack of transparency into Chinese stocks. watch nowAs of Sept. 30, there were 262 Chinese companies listed on U.S. exchanges with a total market capitalization of $775 billion, according to the United States-China Economic and Security Review Commission. "These internet giants are really where investors want to invest when it comes to China," said Ahern.
☆ China tech: Expect to see more policies geared toward raising domestic consumption, KraneShares says
  + stars: | 2022-12-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina tech: Expect to see more policies geared toward raising domestic consumption, KraneShares saysBrendan Ahern of KraneShares discusses the outlook for China's tech sector and why "domestic consumption needs to be such an area of focus."
☆ Goldman Sachs reveals outlook for Greater China tech – and names its top picks for 2023
  + stars: | 2022-12-19 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
One segment of the stock market that has been particularly beaten down is the tech sector. Goldman Sachs , however, has a mixed outlook on the sector for 2023. In a note titled "Greater China Tech: Demand outlook by sub-sectors; key indicators and top picks for 2023" on Dec. 9, the bank shared its outlook and top stock picks for the various sub-sectors. Goldman's top picks in the automotive software segment include ThunderSoft, Desay and ArcSoft Corp, while the bank's top pick in the cybersecurity software segment is Beijing Venustech. Smartphones Goldman expects growth in the smartphones segment to remain flattish in 2023, driven by soft shipments in China.
☆ KraneShares CIO believes domestic consumption is where Chinese policy is headed
  + stars: | 2022-12-16 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKraneShares CIO believes domestic consumption is where Chinese policy is headedBrendan Ahern, KraneShares chief investment officer, joins 'Squawk on the Street' to discuss the PCOB decision on global investors in Hong Kong, removing the delisting risk to bring China institutional investors back to U.S. listings and the significant policy pivot around China's zero-Covid policy.
☆ The ETF strategies that have thrived in a down market year
  + stars: | 2022-12-14 | by ( Kevin Schmidt | ) www.cnbc.com   time to read: +4 min
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.
☆ These 4 global consumer tech stocks are set to win on China reopening, HSBC says
  + stars: | 2022-12-09 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Four technology stocks are set to be "winners from a potential consumer recovery" in China, according to HSBC. Consequently, shares of Luxshare, Wingtech and Sunny Optical have fallen between 37% and 57% this year. That means the two companies face downside risks if orders from Apple do not materialize or there is a drop in consumer demand for Apple products. According to recent Bank of America research, a handful of global chip tech stocks are also set to soar on strong EV car sales in China. While a rise in consumer demand was assured in the near term, Xiaolin Chen, head of international business at ETF firm KraneShares, warned that sustained Chinese GDP growth of 5% every year faced hurdles.
☆ ETFs tied to emerging markets, Tesla and inverse strategies are bucking a slowdown in trading volume
  + stars: | 2022-12-08 | by ( Bob Pisani | ) www.cnbc.com   time to read: +2 min
Others are blaming the World Cup, and indeed many trading desks seem obsessed with watching every game. But beneath the lower volumes has been some strong activity in many exchange-traded funds, as well as inflows. China is still rallying on the reopening headlines, so emerging market ETFs like KraneShares China Internet (KWEB) have seen inflows. The TSLA Bear 1x ETF (TSLS), which gives you the daily inverse performance of Tesla, has seen big inflows since launching in August. Since October, volumes have exploded as Tesla has moved down on the Twitter deal — it's up 40% since early October.
☆ KraneShares: Xi's Saudi Arabia trip critical for China's international diplomatic relations
  + stars: | 2022-12-08 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKraneShares: Xi's Saudi Arabia trip critical for China's international diplomatic relationsXiaolin Chen, head of international at KraneShares, discusses President Xi's visit to the Middle East, analyzing the geopolitical and economic implications for China.
☆ JPMorgan thinks emerging markets will be the star next year, returning 14%. How to play it
  + stars: | 2022-12-08 | by ( Jesse Pound | ) www.cnbc.com   time to read: +3 min
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.
☆ Here are the kinds of stocks set to rally as the stock market changes its character amid inflation 'falling like a rock', according to Fundstrat's Tom Lee
  + stars: | 2022-12-05 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +4 min
The character of the stock market is changing as inflation starts to fall "like a rock," according to Fundstrat's Tom Lee. These are the types of stocks that see short-term upside if inflation continues to fall, according to Lee. Thus, the fall in gasoline will have an impact on both actual and perceived inflation," Lee said. Lee also highlighted that during the 1970's period of high inflation, gasoline prices never eased lower like they have so far this year. These are the types of stocks that should benefit most from falling inflation and a year-end market rally, according to Lee.
☆ China tech stocks have 'a lot of upside' and peak regulation is over, fund management firm says
  + stars: | 2022-12-01 | by ( Abigail Ng | ) www.cnbc.com   time to read: +1 min
The Chinese government is unlikely to introduce new regulations for the internet tech sector and there could be more support going forward, according to Jonathan Krane of KraneShares. "I do not foresee much regulation going forward." He added that the Chinese tech industry makes up a big portion of the economy. "It's a very important sector, it's the consumer of China — so I think you're gonna see a lot of support around the sector going forward as China reopens." Chinese tech stocks have had some difficult years following the regulatory crackdown and amid the ongoing Covid restrictions, though the sector has recovered slightly on reopening hopes.
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