What The U.S.-Iran Peace Deal Means For Asia

The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and India) room to delay tightening. However, a broad pivot remains premature, as still-elevated oil prices, rising food price risks, and second-round effects keep the policy stance asymmetric and biased towards caution.

Seeking Alpha • Jun 19, 2026

Iran War Fails to Dampen China Q1 Industrial Profit Jump: ETFs at Play

China's industrial profit surge puts the spotlight on ETFs like CQQQ as deflation ends and high-tech growth drives resilience amid global turmoil.

Zacks Investment Research • Apr 27, 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

PGJ: One Of The Less-Appealing Chinese ETFs

The Invesco Golden Dragon China ETF targets only US-listed Chinese stocks, offering liquidity and transparency but exposing investors to lagged market reactions and potential delisting risks. We elaborate on how PGJ comes across as inferior to the more popular MCHI. With weak consumer conditions (50% of this portfolio is exposed to the discretionary sector), unappealing valuations, and lack of technical momentum, PGJ is not a buy.

Seeking Alpha • Jan 23, 2026

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