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

PGJ: 3 Factors To Consider Before Investing

The Invesco Golden Dragon China ETF stands out right with its over 20% returns YTD, ahead of the Shanghai Composite and the S&P 500. Despite this, it's hard to fully get behind the PGJ story right now, as tariff flip-flops between the U.S. and China create uncertainty. Additionally, the Chinese economy continues to struggle, which can cast a shadow on the impressive growth in the technology sector.

Seeking Alpha • Oct 14, 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

The Hunt for AI Gains Is Lifting Chinese Stocks. Here's What You Need to Know.

As the U.S. wrestles China for AI dominance, investors are playing both sides.

Investopedia • Sep 25, 2025

Some of the Top China Stocks Reside in This ETF

Count stocks from China among this year's international standouts. Widely observed gauges of equities in the world's second-largest economy are outpacing both the S&P 500 and the MSCI Emerging Markets Index by comfortable margins since the start of this year.

ETF Trends • Sep 3, 2025

Chinese Stocks Take Off On The Upside: The PGJ ETF Is Another Option For Exposure

A looming trade deal between the U.S. and China is bullish for the Chinese stock market. When Invesco Golden Dragon China ETF is compared to iShares China Large-Cap ETF, FXI appears to be a better choice. Seeking Alpha ETF Grades highlight the differences between PGJ and FXI.

Seeking Alpha • Aug 18, 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

Worst-Performing ETFs of April

April saw a sharp stock market drop due to Trump's aggressive new tariffs, especially on China.

Zacks Investment Research • May 2, 2025

PGJ: China Wasn't Doing So Well Even Before The Trade War

I am bearish on China's long-term prospects, despite a recent 4.5% rise in the index since June 2024, due to government stimulus measures. The People's Bank of China's September stimulus included lower bank reserve requirements, mortgage rate reductions, and subsidized business loans, temporarily boosting markets. Recent market gains from the stimulus have retracted, highlighting persistent underlying issues in China's economy despite short-term boosts.

Seeking Alpha • Apr 13, 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