PDA

View Full Version : MSCI china ETF



whatsup
21-01-2024, 10:56 AM
This China fund is at its all time low atm ( $37 U S ) but Im wondering where is the bottom, as we all know China is in trouble but at some stage it will turn imho. ( -30% for the 1 yr and -9% year to date ) !!

beacon
22-01-2024, 07:00 AM
This China fund is at its all time low atm ( $37 U S ) but Im wondering where is the bottom, as we all know China is in trouble but at some stage it will turn imho. ( -30% for the 1 yr and -9% year to date ) !!


Tokyo has overtaken Shanghai as Asia’s biggest equity market, while India’s valuation premium over China has hit a record.

Meltdown in Chinese shares is ruining China's local asset management industry, pushing mutual fund closures to a five-year high.

MSCI China Index has never been this cheap versus the S&P 500 on forward earnings estimates.

BUT

Asian fund managers have cut their allocation to China by 12% to a net 20% underweight. Foreigners are quitting China Equities when you look under the hood in Fund Flows, and this risk is set to grow if China keeps up its tensions with US, Taiwan, Philippines, India, South China Sea neighbours - to name a few.

Signs that state funds likely bought ETFs and a decision by China’s largest brokerage to suspend short selling for some clients failed to halt Hang Seng China Enterprises Index HSCEI’s losing run.

Valuegrowth
22-01-2024, 02:29 PM
Tokyo has overtaken Shanghai as Asia’s biggest equity market, while India’s valuation premium over China has hit a record.

Meltdown in Chinese shares is ruining China's local asset management industry, pushing mutual fund closures to a five-year high.

MSCI China Index has never been this cheap versus the S&P 500 on forward earnings estimates.

BUT

Asian fund managers have cut their allocation to China by 12% to a net 20% underweight. Foreigners are quitting China Equities when you look under the hood in Fund Flows, and this risk is set to grow if China keeps up its tensions with US, Taiwan, Philippines, India, South China Sea neighbours - to name a few.

Signs that state funds likely bought ETFs and a decision by China’s largest brokerage to suspend short selling for some clients failed to halt Hang Seng China Enterprises Index HSCEI’s losing run. Funds managers and punters used to talk about Asia-Ex Japan. Instead, Contrarians and specialized funds bet Japanese and less know markets. They have become top winners.