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

VIEW Analysts react to call between Trump and Xi over trade, TikTok

A phone call between U.S. President Donald Trump and Chinese leader Xi Jinping on Friday may have lowered the temperature between the superpowers, but it yielded little in the way of firm agreements and appeared to leave the fate of a TikTok deal unresolved, according to policy experts.

Reuters • Sep 19, 2025

GXC Vs SPY And Why China Won't Dominate The World

China will continue to rise, but global dominance is unlikely due to significant trade headwinds and growing skepticism from both Western and Asian leaders. SPDR S&P China ETF is rated a Hold, as broad-based exposure faces risks from China's domestic challenges and international trade tensions. SPDR S&P 500 ETF Trust is also a hold, given historically high U.S. valuations and concerns about softening lower-income consumption despite likely Fed rate cuts.

Seeking Alpha • Sep 3, 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

China Q2 GDP And June Data: Growth Holds Steady But Underlying Fragility Remains

China's Q2 GDP growth met government targets at 5.2% YoY, but the recovery remains uneven beneath the headline numbers. High-tech manufacturing and services are driving growth, while real estate and retail sectors continue to struggle, highlighting structural challenges.

Seeking Alpha • Jul 15, 2025

GXC: Chinese Stocks Are Volatile - Still Trending Higher With A Low P/E

Both U.S. and Chinese stocks rallied due to a de-escalation in the trade war, boosting the S&P 500 and Hang Seng Indexes. I reiterate a 'Buy' rating on the SPDR S&P China ETF due to its attractive valuation and strong dividend yield. GXC has high exposure to large caps and a balanced mix of value, blend, and growth, despite a concentrated allocation in consumer discretionary and communication services.

Seeking Alpha • May 14, 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

Disruptive Theme of the Week: China ETFs Rallying YTD

One of the top themes year-to-date has been China-focused technology ETFs. China technology stocks have surged on AI enthusiasm related to China startup DeepSeek's AI model launch.

ETF Trends • Mar 4, 2025

GXC: China's Industrial Rebound And Stimulus Will Support Momentum In 2025

GXC: China's Industrial Rebound And Stimulus Will Support Momentum In 2025

Seeking Alpha • Feb 25, 2025