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

CNYA: Betting On The Next Stage In China's Economic Development

iShares MSCI China ETF offers broad exposure to China's economy, positioned to benefit from the country's accelerated technological independence. US-led restrictions on Chinese tech have backfired, fueling domestic innovation and an acceleration toward a value-added, knowledge-based economy. CNYA is preferred over tech-specific ETFs, as China's tech boom is expected to drive growth across multiple sectors, not just technology.

Seeking Alpha • Sep 25, 2025

CNYA: Relying Too Heavily On Financials

CNYA offers diversified exposure to China's domestic A-share market, with strengths in tech and industrials but heavy financial sector weighting. Short-term risks remain due to China's property market struggles and global trade tensions, making the outlook too uncertain for a buy recommendation. Government stimulus and strong projected GDP growth (4.8% in 2025) support long-term opportunities, especially in EVs and infrastructure.

Seeking Alpha • Aug 8, 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

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

CNYA: Will DeepSeek And Tariffs Alter China's Competitiveness?

China's economic resilience and innovation, particularly in AI, support a positive outlook for BlackRock's iShares MSCI China A ETF. CNYA grew 14.5% over the last year but lags behind the S&P 500 over five years, highlighting the growth potential. Green shoots are seen in the beleaguered property market.

Seeking Alpha • Feb 16, 2025

Hang Seng Index: Transforming Into A Medium-Term Bearish Trend Despite Improving Services PMI From China

Sentiment remains fragile in China and Hong Kong stock market even China services activities have improved in December. Weak market breadth and a persistent bearish trend of the Chinese yuan since November has added to more woes to the Hang Seng Index.

Seeking Alpha • Jan 8, 2025

CNYA: Exposure To A-Shares Makes It A Buy, Despite High Expense Ratio And Overvaluation

CNYA offers wide diversification with 433 different A-share positions, but comes with a higher expense ratio of 0.6% and a relatively high P/E ratio of 16.26 compared to H-shares. A-shares often trade at a premium compared to H-shares, leading to lower dividend yields and higher risks, which should be a concern for investors. Despite its diversification and exclusion of ADRs and VIEs, CNYA holds some overpriced assets, making it a decent but not ideal long-term investment.

Seeking Alpha • Nov 14, 2024

Where The Money Is Flowing In ETFs After China's Stimulus Package

China's stimulus plan head lead to big fund flows in ETFs. The trend towards private asset ETFs continues to gain steam.

Seeking Alpha • Oct 28, 2024