Chinese Stocks And The FXI After The Supreme Court Ruling On U.S. Tariffs

I reiterate a Buy rating on the iShares China Large-Cap ETF, citing compelling valuation and bullish technical momentum. FXI trades at a blended P/E of 13.27 versus SPY's 24.43 and yields 2.37%, reflecting both value and geopolitical risk. The recent Supreme Court tariff ruling triggered a bullish key reversal in FXI, highlighting resilience amid U.S.-China trade policy uncertainty.

Seeking Alpha • Feb 23, 2026

What Lies Ahead for China ETFs in the New Year of the Horse?

China ETFs enter the Year of the Horse with cheap valuations, AI momentum and policy support, but property woes, weak consumption and geopolitics may keep volatility elevated.

Zacks Investment Research • Feb 17, 2026

Zhipu leads rally in Chinese AI stocks, surging 30%, as a wave of new releases hits market

Hong Kong-listed Zhipu AI — that trades as Knowledge Atlas Technology — surged 30%. MiniMax saw shares in Hong Kong jump 11%.

CNBC • Feb 12, 2026

China consumer inflation rises less than expected in January as producer price deflation persists

Persistent price pressure highlighted weak demand despite meeting last year's growth target. Policymakers signaled looser monetary policy ahead of key economic meetings.

CNBC • Feb 11, 2026

China's Consumer Inflation Eases, Producer Prices Stay in Decline

China's consumer inflation softened at the start of 2026 after hitting a near three-year high in December, weighed down by falling food prices.

WSJ • Feb 11, 2026

'Very constructive' on Asia in 2026, with Chinese stocks tipped for 20% gains: Goldman Sachs

Kevin Sneader, President of APAC ex‑Japan at Goldman Sachs, speaks with CNBC's Emily Tan on the sidelines of the 19th Asian Financial Forum. He points to investor appetite for AI driving flows into Asian markets, while noting key nuances for standouts such as China and South Korea.

CNBC International TV • Jan 28, 2026

FXI: Stocks Replace Real Estate

I upgraded iShares China Large-Cap ETF to Buy, citing robust local capital flows and policy support. FXI offers over 22% consensus upside and a 2% dividend yield, with key holdings out-yielding local deposits and bonds. Portfolio EPS growth is projected at 11% for 2026 and 15% for 2027, with a YE26 PE of 13x, yielding an attractive PEG of 1x.

Seeking Alpha • Jan 20, 2026

China fourth-quarter growth slows to 4.5%, weakest in nearly three years as consumption misses forecasts

GDP grew 4.5% in the October to December period. Full-year economic output came in at 5%, meeting the official target of around 5%.

CNBC • Jan 19, 2026

China Reports Robust Economic Growth, Thanks to Resilient Exports

A surge in exports powered China's growth last year, defying expectations that a trade war with the U.S. would hobble the world's second-biggest economy. China's gross domestic product expanded 5% last year when adjusted for deflation, according to data released Monday by the country's National Bureau of Statistics. That met Beijing's official growth target and is in line with the 5% real GDP growth notched in 2024.

WSJ • Jan 19, 2026

China's Marks Record $1.2 Trillion Trade Surplus in 2025 Despite U.S. Tariffs

China posted a record trade surplus for 2025, as fresh data showed the world's second-largest economy remained resilient despite facing steep tariffs from the Trump administration.

WSJ • Jan 14, 2026