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Thoughts on Chinese Equities/ETF

Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

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Thoughts on Chinese Equities/ETF

“Hi James and team, thanks for the regular updates. You discussed in International report a few Wednesday's ago they you were keen on Chinese equites. I’m just wondering if this is still the case and in particular Alibaba and Tencent. ETF ASIA has both in its holdings. I would also like to hear your thoughts on your preference to gain exposure in this space ASIA, IZZ and CNEW (general advice only). “- Kind regards, Jack R.

Answer

Morning Jack,

We are keen on all 3 but at this stage I would be inclined to go with the best performing $676mn ASIA ETF, with the IZZ coming in a close second. The last 6-months has been characterized by the cream rising to the top in most stocks / sectors as investors are more comfortable paying higher and higher valuations for quality businesses as opposed to chasing stocks across the entire board hence the read through that the same will continue with these the ETF’s which of course hold the top-quality underlying shares.

MM remains bullish China and the Asia region
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BetaShares Technology Tigers ETF (ASIA)
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