Q: Do you have a preference between FXI and MCHI for China equity exposure outside pure tech? I would appreciate your rationale e.g. index methodology and coverage (large cap vs broader market), sector weights, liquidity and cost, risk concentration.
Any structural advantages or drawbacks? Assuming portfolio capacity permits, does holding both make sense from an incremental diversification standpoint, or does one ETF sufficiently capture the intended exposure?
Any structural advantages or drawbacks? Assuming portfolio capacity permits, does holding both make sense from an incremental diversification standpoint, or does one ETF sufficiently capture the intended exposure?
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iShares China Large-Cap ETF (FXI $39.53)
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KraneShares CSI China Internet ETF (KWEB $37.57)
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KraneShares Hang Seng TECH Index ETF (KTEC $16.72)
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Themes China Generative Artificial Intelligence ETF (DRGN $32.91)
Q: China has rapidly transformed from a technology follower into a global innovation leader over the last decade, especially in areas like e-com, fintech, EVs/AVs, telecommunications, and now AI. With strong government backing and investments, I believe China is poised to be a leader in AI and related technologies in the coming years, making this a compelling long-term growth opportunity.
In my research, I have considered several ETFs. The Global X China Robotics and AI ETF (ticker 2807) strongly aligns with this theme by focusing on companies leading in AI and robotics innovation. However, this ETF does not appear to be available via our brokerages and I am exploring the KraneShares Hang Seng TECH Index ETF (KTEC) as a practical alternative. KTEC offers diversified exposure to Chinese technology leaders involved in AI, cloud computing, hardware innovation, and digital services.
I also looked into the iShares China Large-Cap ETF (FXI), but it appears too broad and does not adequately capture the key, government-backed tech and AI sectors shaping China’s future growth. I have also considered KWEB and appears less interesting.
Could you please share your thoughts on KTEC as an investment. Additionally, if you know of any North American-listed ETFs with a similar focus to 2807 or other suggestions, I would appreciate your recommendations.
Lastly, any commentary you may have re investing in Chinese based companies is equally appreciated. Thanks.
In my research, I have considered several ETFs. The Global X China Robotics and AI ETF (ticker 2807) strongly aligns with this theme by focusing on companies leading in AI and robotics innovation. However, this ETF does not appear to be available via our brokerages and I am exploring the KraneShares Hang Seng TECH Index ETF (KTEC) as a practical alternative. KTEC offers diversified exposure to Chinese technology leaders involved in AI, cloud computing, hardware innovation, and digital services.
I also looked into the iShares China Large-Cap ETF (FXI), but it appears too broad and does not adequately capture the key, government-backed tech and AI sectors shaping China’s future growth. I have also considered KWEB and appears less interesting.
Could you please share your thoughts on KTEC as an investment. Additionally, if you know of any North American-listed ETFs with a similar focus to 2807 or other suggestions, I would appreciate your recommendations.
Lastly, any commentary you may have re investing in Chinese based companies is equally appreciated. Thanks.
Q: Good Morning - I'd like some exposure to China. Can you suggest an ETF or two? If there's a specific company you consider worth while, please advise. Thanks, as always.
BTW, great early call on NBIS. Very ahead of the curve on that one.
BTW, great early call on NBIS. Very ahead of the curve on that one.