https://www.cnbc.com/2025/07/16/cnbcs-the-china-connection-newsletter-from-didi-to-deepseek.html With articles like this, suddenly all those who claims China market was "uninvestable"are sitting up and taking a closer look at this market again.
For those who have followed me, please refer to my past posts on HSI and FXI and various Chinese companies, most listed in HK but some in China as well.
The one sector that I remain bearish is the property market and I have no short to mid term plans to enter into it. There are however many interesting sectors , especially pharmaceutical, healthcare related stocks that I am interested to explore.
Buying into an ETF like FXI gives you a broader exposure to the blue chips companies that are financially stable and diversify into different sectors like automotive, IT, e-commerce, consumer staples, healthcare ,etc. Then, if you are still interested in China related stocks, you can dive into individual company and invest as well. Higher risk higher returns.
As usual, please DYODD
For those who have followed me, please refer to my past posts on HSI and FXI and various Chinese companies, most listed in HK but some in China as well.
The one sector that I remain bearish is the property market and I have no short to mid term plans to enter into it. There are however many interesting sectors , especially pharmaceutical, healthcare related stocks that I am interested to explore.
Buying into an ETF like FXI gives you a broader exposure to the blue chips companies that are financially stable and diversify into different sectors like automotive, IT, e-commerce, consumer staples, healthcare ,etc. Then, if you are still interested in China related stocks, you can dive into individual company and invest as well. Higher risk higher returns.
As usual, please DYODD
Note
so much market news or noises about the upcoming market crash in 2026 - nobody can fortell the future but one trend is getting bigger and that is the funds are rotating more to the Asia market especially China It is an opportunity cost for those who continues to sit on the side fence and not park some funds into China market , still believing it is uninvestable while those who went in early have a better margin of safety
Note
Todate, there are still people asking if they should invest in China ......Never mind if China will eventually become the world No. 1 economy, overtaking the US but being no 2 for now, they are powerful with dominance in many industries - Solar panels, EV, AI, gaming, etc. A safer bet is to take a small position in an ETF so you have some exposure without over-relying on a single company performance , eg. Alibaba (unless you are convinced of its growth story)
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.