CHIQ: Opportunities In The China Consumer Market Overlooked

The Global X MSCI China Consumer Discretionary ETF (CHIQ) offers targeted exposure to 58 leading Chinese consumer discretionary companies. CHIQ provides a differentiated China allocation, as the broader MSCI China index is dominated by finance, communications, and tech, with only 31% in consumer stocks. Chinese equities, including CHIQ holdings, trade at a discount to other emerging markets, contrasting with premium valuations in Taiwan and India.

Seeking Alpha • Dec 17, 2025

China's Singles' Day Puts These ETFs in Focus

China's Singles' Day shopping frenzy may boost ETFs like CHIQ, KWEB, FDNI and EMQQ as consumer and e-commerce spending surge.

Zacks Investment Research • 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

China's Flow-Driven Equity Rally May Have Further Upside

Despite mounting macro headwinds at the start of the year, Chinese equities have continued to deliver positive performance. While near-term flows can provide further upside, the durability for the equity rally will hinge on policy choices ahead.

Seeking Alpha • Oct 4, 2025

Should EM Investors Trim or Retain Their China Exposure?

Getting emerging market exposure is a viable option in the current market environment. That's especially so given the global de-dollarization and prospect of further rate cuts by the Federal Reserve.

ETF Trends • Oct 3, 2025

CHIQ: China's Consumer Weaknesses Are SPY's Gains

SPDR® S&P 500 ETF Trust is favored for short-term gains as China's economic weakness may prompt trade concessions benefiting U.S. equities. Global X MSCI China Consumer Disc ETF is rated a Hold due to constrained Chinese consumer demand and persistent deflationary pressures. SPY offers lower costs and stronger dividend growth, while CHIQ's valuation is attractive but faces near-term economic headwinds in China.

Seeking Alpha • Sep 18, 2025

Top-Performing ETFs of Last Week

ETFs tied to cannabis, Ethereum and Chinese tech stocks topped last week's winners list. Top performers were KSTR, YOLO, ARKZ, CHIQ and CNXT.

Zacks Investment Research • Aug 26, 2025

APAC Equities: The Sensitivity To Oil Prices

Among APAC equity markets, Australia has a higher beta to oil prices while India, Indonesia and Thailand have lower betas. Domestic political uncertainties have been one main reason for the decoupling trend seen in Indonesia and Thailand.

Seeking Alpha • Jul 29, 2025

CHIQ: Chinese Equities Continue To Show Resilience And Attractive Valuations

I maintain my 'buy' rating on CHIQ, citing quality holdings, attractive valuations, and significant upside potential for Chinese equities. Previously, I've discussed that household demand for local equities is weak, which still presents a major opportunity to boost returns and valuations via supportive sentiment and policies. 5 months since my last rating, CHIQ has demonstrated impressive resilience while its relative value to global equities has been becoming more apparent.

Seeking Alpha • May 20, 2025

Why Chinese Equities Are Outperforming Wall Street

Has the AI trade moved to China? Why Chinese chipmakers may soon change the semiconductor space.

Seeking Alpha • Mar 15, 2025