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

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

FLCH Seems Cheap, But It Is Not (For Now)

Franklin FTSE China ETF has a price far from the highs, but forward valuations are above the 10-year average. This is normally not a problem, and I usually tend to interpret it as a sign of confidence. But the problem is that here the forward EPS consensus remains quite static, despite all the stimuli put in place.

Seeking Alpha • Sep 10, 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