Tony Sagami: Investors are pouring a mountain of money into the stock market this year. Read more…

NYSE:EWJ, NYSE:FXI, NYSE:GXC, NYSE:JPP, NYSE:MCHI

Russ Koesterich: Last month, I wrote that investors shouldn’t dismiss China just yet, since indicators were signaling a softer landing than some have feared.  Now, new economic data supports our view that investors should consider an overweight to Chinese stocks. Read more…

NYSE:ECNS, NYSE:FXI, NYSE:MCHI

Eric Dutram: As the ETF world has expanded in recent years, there has been a race to the bottom so to speak, in terms of ETF expenses. Many firms have slashed costs in order to be the cheapest ETF in a particular category, hopefully giving their funds a decided advantage over the competition. Read more…

NYSE:EEM, NYSE:EPI, NYSE:ERUS, NYSE:RSX, NYSE:VWO

Eric Dutram: Worries over the Chinese economy are now reaching a fevered pitch as we approach the final stretch of 2012. Concerns are stemming from wavering demand Read more…

NYSE:GXC, NYSE:MCHI, NYSE:TAO, NYSE:YAO

Michael Johnston: WisdomTree, the issuer behind a number of dividend-weighted ETFs, announced today the launch of the first ETF to specifically target dividend-paying Chinese stocks. The new WisdomTree China ex-Financials Index Fund (NASDAQ:CHXF) Read more…

NASDAQ:CHXF, NYSE:FXI, NYSE:GXC, NYSE:MCHI

Eric Dutram: Over the past 30 years, China’s economy has changed from a centrally planned system that was largely closed to international trade, to a more market-oriented economy with a rapidly growing private sector. A major component supporting China’s rapid economic Read more…

NYSE:FXI, NYSE:GXC, NYSE:HAO, NYSE:MCHI

Russ Koesterich: Last month, in my Investment Directions monthly commentary, Ipredicted that we’d see further stimulus from China this year as officials try to keep Chinese growth at a respectable rate ahead of a fall 2012 leadership transition. Read more…

NYSE:ECNS, NYSE:MCHI

Russ Koesterich: While I generally like emerging markets better than developed ones, one emerging market I’m not a fan of right now is India. As I explained in a recent post, I currently hold an underweight view of Indian stocks given India’s slowing growth, stubbornly high inflation Read more…

NYSE:EWT, NYSE:MCHI

Russ Koesterich: World markets and financial media seem to react to every new data point about China’s economy, whether it’s manufacturing reports or gross domestic product numbers. This market sensitivity isn’t very surprising given how important Read more…

NYSE:ECNS, NYSE:FXI, NYSE:MCHI

Russ Koesterich: “Is it time to sell emerging market equities?” That’s what many investors are wondering given that emerging market stocks are up significantly since fall lows and have modestly outperformed developed markets year to date. Read more…

NYSE:EEML, NYSE:EEMV, NYSE:ERUS, NYSE:EWZ, NYSE:ILF, NYSE:MCHI

Russ Koesterich:  China recently modestly lowered its annual growth target to 7.5% from 8%. This change has made many investors nervousthat China may be in for a period of sluggish growth. Read more…

NYSE:ECNS, NYSE:FXI, NYSE:MCHI

Russ Koesterich: This week, I’m updating my views on some of the emerging market countries in Asia. While I’m upgrading Chinese equities from neutral to overweight, I’m downgrading South Korean and Indian stocks from neutral to underweight. Read more…

NYSE:ECNS, NYSE:MCHI