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

Four Reasons Why FLCH Is Back To Being A 'BUY Rating' For Me

The Franklin FTSE China ETF is upgraded to BUY, driven by attractive valuations and a favorable risk/reward profile. FLCH trades at a forward P/E of 10.8–11.2x, according to my calculations, a 7% discount to its 10-year average. The Trump-Xi summit and renegotiation of the Busan truce present, in my opinion, a concrete near-term catalyst for FLCH.

Seeking Alpha • Sep 24, 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 threatens 50% tariffs on China: Here's what you need to know

CNBC's Eunice Yoon joins 'Money Movers' to discuss President Trump's threat to add high Chinese tariffs, the Iran war and the failed ceasefire deal.

CNBC Television • Apr 13, 2026

Tariffs on China is an idle threat, says CFR's Charles Kupchan

Charles Kupchan, Council on Foreign Relations senior fellow, joins 'The Exchange' to discuss the Iran war, tariffs and much more.

CNBC Television • Apr 13, 2026

FLCH: The Dragon Discounted, But Not Enough

Franklin FTSE China ETF (FLCH) offers cost-efficient, diversified exposure to China's evolving high-tech and industrial sectors. FLCH benefits from catalysts like easing US-China trade tensions, supportive PBOC policy, and China's 15th Five-Year Plan prioritizing advanced industries. Despite attractive valuations—FLCH trades at a 13.85x P/E versus higher global peers—significant geopolitical, regulatory, and property sector risks persist.

Seeking Alpha • Mar 20, 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

FLCH: Export Resilience And Cheap Valuations Underpin Our Still Bullish Stance

FLCH, the most cost-efficient Chinese ETF around, has outperformed non-Chinese EMs and global markets by 2x since we last covered it. FLCH's largest sector, Chinese consumer discretionary, stands to benefit from rising consumer confidence readings (currently at 30-month highs) and anticipated 2026 fiscal and monetary stimulus. Despite concerns over higher tariffs, China continues to mitigate pressures on the trade front very comfortably, with the trade surplus crossing the $1 trillion mark.

Seeking Alpha • Dec 10, 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