Quick Read iShares MSCI China ETF (MCHI) gained 45% over the past year. The S&P 500 returned 19% in comparison. MCHI allocates 17.5% to Tencent. The fund’s performance depends heavily on China’s gaming and social media giant. KraneShares CSI China Internet ETF (KWEB) offers pure internet exposure without financial sector or state-owned enterprise holdings. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more her ...

KraneShares CSI China Internet ETF (NYSE:KWEB – Get Free Report) was the target of some unusual options trading on Friday. Traders bought 224,049 call options on the stock. This represents an increase of approximately 42% compared to the average volume of 157,415 call options. Get KraneShares CSI China Internet ETF alerts: Institutional Investors Weigh In On KraneShares CSI China Internet ETFSeveral large investors have recently added to or reduced their stakes in the company. Quaker Wealth Management LLC l ...

Group 1 - KraneShares offers a growth ETF, specifically the KraneShares CSI China Internet ETF, which utilizes its shares to generate income through another fund [1] - The investment research analyst has 25 years of experience in investing, focusing primarily on publicly listed securities in the tech sector [1] - The analyst emphasizes a moderate investment strategy aimed at capital preservation, influenced by experiences during the Great Financial Crisis of 2008 [1] Group 2 - The analyst has a diverse background, including roles as a team/project lead, IT professional, entrepreneur in real estate, and farmer, dedicating significant time to non-profit work [1]

Group 1 - KraneShares offers a growth ETF, specifically the KraneShares CSI China Internet ETF, which utilizes its shares to generate income through another fund [1] - The investment research analyst has 25 years of experience in investing, focusing primarily on publicly listed securities in the tech sector [1] - The analyst emphasizes a moderate investment approach, shaped by experiences during the Great Financial Crisis of 2008, and a focus on capital preservation strategies [1] Group 2 - The analyst has a diverse educational background, including degrees in Business Management, Equity Finance, Electronics and Communications, and an MSc in Information Management [1] - The investment journey began with mutual funds and transitioned to individual stocks and ETFs, highlighting a commitment to thorough research [1] - The analyst dedicates significant time to non-profit work, indicating a broader engagement beyond financial markets [1]

Core Insights - Chinese stocks have significantly outperformed the S&P 500 in the current year, indicating a strong market performance for this sector [1] Summary by Categories Market Performance - The KraneShares CSI China Internet ETF (KWEB) was previously viewed as having a compelling valuation, but technical factors needed improvement [1] Investment Outlook - The article suggests that a breakout in the market could be on the horizon, which may enhance the investment potential of Chinese stocks [1]

Core Insights - Chinese stocks have significantly outperformed the S&P 500 in the current year, indicating a strong market performance [1] - The KraneShares CSI China Internet ETF (KWEB) was previously viewed as having a compelling valuation, but technical factors needed improvement [1] Summary by Category Market Performance - Chinese stocks have shown a sharp increase compared to the S&P 500, suggesting a favorable investment climate in China [1] Investment Analysis - The KraneShares CSI China Internet ETF (KWEB) was assessed as neutral in Q2 2024, with a noted compelling valuation but requiring technical adjustments for better performance [1]

Core Insights - The iShares MSCI Brazil ETF experienced a significant inflow of $285 million in the week leading up to a call between President Trump and Brazilian President Lula da Silva, discussing potential tariff reductions [2] - The ETF has shown a year-to-date increase of over 37%, indicating strong performance despite previous tariff announcements [2] - In contrast, the iShares MSCI India ETF has only returned 0.23% year to date, highlighting India's underperformance in the ETF category amid similar tariff challenges [3] Brazil's Performance - Brazil's exports to countries other than the US have increased, mitigating the impact of the 50% tariffs imposed on Brazilian goods [2] - The inflow into the Brazil ETF marks the first net inflows since the tariffs were announced in July [2] India's Situation - The Nifty-50 index in India has seen a marginal increase of 2% since the implementation of the tariffs, driven by domestic sectors like financials and consumer discretionary [3] - Key export-oriented sectors such as IT and pharmaceuticals are not affected by the tariffs, contributing to the muted market reaction [3] China's Performance - The KraneShares CSI China Internet ETF and the iShares MSCI China ETF have returned nearly 46% and 43% respectively, indicating strong performance despite some institutional divestment from China [3] Caution in Emerging Markets - Investors in single-country funds, particularly in emerging markets, are advised to exercise caution and monitor their investments more frequently compared to the US market [4]

Economic Performance - China's GDP grew by 5.2% in Q2 2025, surpassing the 5.1% forecast by economists, but down from 5.4% in Q1 [2] - The stronger-than-expected growth has alleviated immediate pressure on policymakers to implement further economic stimulus [1][3] Policy Outlook - Analysts suggest that additional stimulus measures may be delayed until September if economic momentum weakens further [3] - Previous stimulus efforts have shown partial effectiveness, with improvements in manufacturing activity and exports [4] Trade Relations - U.S. tariffs on Chinese imports were escalated to 145% in April, leading to supportive measures from Beijing [5] - A truce was reached in May, with both countries agreeing to roll back most tariffs, followed by a framework agreement in June [6] Economic Vulnerabilities - Economists have called for stronger fiscal action, recommending up to 1.5 trillion yuan in stimulus to support household spending and mitigate the impact of U.S. tariffs [7] - Despite signs of resilience, underlying vulnerabilities in the Chinese economy remain a concern [8] Investment Opportunities - Investors are encouraged to monitor China-based exchange-traded funds (ETFs) such as iShares MSCI China ETF (MCHI) and KraneShares CSI China Internet ETF (KWEB) [9]

Core Viewpoint - Current market sentiment is driven by fear, leading to missed investment opportunities in discounted quality stocks in China [1] Group 1: Alibaba Group - Alibaba Group is highlighted as a key player in the technology sector in Asia, with potential consumer trends benefiting from government stimulus measures [2] - The stock forecast for Alibaba is set at $144.07, indicating an 8.77% upside, with a high forecast of $190.00 and a low of $100.00 [3][6] - Recent stock buyback programs by Alibaba, amounting to $25 billion, signal management's confidence in the company's fair value and future potential [5] Group 2: Tencent Holdings - Tencent is recognized as a crucial blue-chip stock in China, with its WeChat platform being integral to the country's infrastructure [8] - There has been a notable decline in short interest for Tencent, down by 9.6% over the past month, indicating a shift in sentiment among short sellers [10] - The iShares China ETF offers a dividend yield of 2.0%, which is higher than the Chinese ten-year bond yield of 1.8%, suggesting a potential equity buying opportunity [12]