China Is Winning Tomorrow, But Losing Today

Earlier this week, China reported its third quarter real GDP growth, and the number came in at the high end of economists' expectations. The Shenzhen A Share index, a benchmark for mainland Chinese shares, is down 26 percent from its peak earlier this year.

Seeking Alpha • Oct 24, 2026

ChinaAMC Spot-On: A-Shares Touched A One-Year Low. Now What?

On September 28, A-shares experienced a broad-based sell-off. The onshore benchmark CSI 300 Index dropped 2.2%.

Seeking Alpha • Sep 29, 2026

China Vs. The World: Chinese Overcapacity Threatens The Global Economic Order

China's vast industrial overcapacity and weak domestic consumption threaten global economic balance and may trigger rising protectionism. Record-breaking Chinese exports face mounting global pushback, increasing risks for investors in China, especially in industrial sectors.

Seeking Alpha • Sep 19, 2026

What The U.S.-Iran Peace Deal Means For Asia

The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and India) room to delay tightening. However, a broad pivot remains premature, as still-elevated oil prices, rising food price risks, and second-round effects keep the policy stance asymmetric and biased towards caution.

Seeking Alpha • Jun 19, 2026

Trump in Beijing: Keep an Eye on These 3 China ETFs

If advisors and investors haven't been keeping a close eye on the Chinese market recently, now may be a very good time to start doing so.  On Wednesday, President Trump headed off to Beijing for a two-day summit, marking the first time a U.S. president has visited China in nearly a decade.

ETF Trends • May 13, 2026

China ETF News: Retail Sales Beat Estimates

Mainland investors were rare net sellers of Hong Kong-listed stocks overnight, a rare occurrence these days, totaling about $160 million. China YTD retail sales growth was stronger than expected.

Seeking Alpha • Mar 17, 2026

CXSE: Ex-State-Owned China Stocks Offer Less Alpha These Days

The WisdomTree China ex-State-Owned Enterprises Fund ETF is rated Hold, reflecting fair valuation and mixed technicals. CXSE has underperformed over the past year, with negative alpha and weak near-term seasonality, but shows signs of bullish consolidation. The CXSE ETF is highly concentrated in Chinese tech and AI, with Alibaba and Tencent comprising 17% of assets and limited exposure to value sectors.

Seeking Alpha • Mar 12, 2026

This China ETF Could Be a 2026 Star

China stocks were among the world's top performers last year. The MSCI China Index jumped 31%, slightly trailing the 34% returned by the MSCI Emerging Markets Index.

ETF Trends • Jan 5, 2026

CXSE: China Exposure Without The State-Owned Drag

Investors willing to make a long-term bet on China in a less risky way could find the CXSE ETF a compelling option. By excluding state-owned enterprises, the ETF focuses on businesses where shareholder returns and strong fundamentals matter the most. Yet, anti-monopoly rules, regulatory fines, or a wealth rebalance are among practices that have been and can be imposed by the Chinese government on any domestic business.

Seeking Alpha • Nov 11, 2025

Potential Opportunity In Chinese Markets As Trade Tensions With U.S. Cool

Easing tensions between China and the U.S. may be supportive of markets. Still uncertainty amid plans for Trump to visit China in 2026.

Seeking Alpha • Nov 7, 2025