From WisdomTree: Does the “global trade war,” quotation marks intentional, spell doom? It depends on your silo.
From WisdomTree: In the span of most of our lives, so many economic systems have turned on a dime. Look at Poland, under the Soviet thumb as recently as three decades ago, graduating this month to “developed” status in FTSE Russell Indexes.
From WisdomTree: The S&P China 500 is down 25% since January 26,1 an ugly and quick plunge that fits the common definition of a bear market. Who in their right mind would use “haven” in the same sentence as “China”?
From WisdomTree: The market’s obsession with trade wars may finally be exhausted and priced in.
From WisdomTree: Investing in China has long been complicated by concerns over the country’s so-called “state capitalism.”
From WisdomTree: Most market participants are likely familiar with the growth of tech and consumer discretionary names in weight and importance in U.S. equities, but some may be overlooking a similarly dramatic change that has materialized in emerging markets.
From WisdomTree: Higher earnings growth tends to coincide with valuation premiums, and Chinese equities are no exception. By nature of the country’s fast-paced economic growth and the rising market capitalization of the Information Technology sector, China is among the highest-growth markets in the world.
From WisdomTree: China has made significant progress along the path of liberalizing its economy and financial markets, but at least two large impediments remain: capital restrictions and state ownership.
From WisdomTree: At a time when global geopolitical tension, particularly in Asia, is high, it was a pleasure to speak with two China experts on our podcast last week.
From WisdomTree: More than 20% government ownership in an emerging market (EM) company can create a conflict between the interests of shareholders and government stakeholders, which may, in turn, affect profitability and future returns.
From WisdomTree: We currently have 61 exchange-traded funds (ETFs) focused on equities that have been in live trading since before December 31, 2016.
From WisdomTree: For most investors, 2017 will likely go down as the year of technology. It was the strongest-performing sector in nearly every country and region, and if an index or manager was under-weight the tech, it’s extremely unlikely that they were able to outperform their benchmark.