How to play China
Hi MM team, Thanks so much for all your hard work and insights this year, has been very helpful. Just wondering what ETFs and stocks would be the best to keep an eye on for a China rebound?
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Answer
Hi Bob,
We would be inclined to “Keep it simple stupid” (KISS) and follow the ASX listed iShares China Large-Cap ETF follows 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange, its reasonably liquid while the 0.74% management fee isn’t too onerous.
- We are watching both this and the underlying China indexes for a trigger that Beijing is winning the battle against its beleaguered economy.
