INSIGHTS & STRATEGIES

WisdomTree Blog

If narratives are how human beings make sense of world, then narratives are how most people made sense of China in 2021. But like many, the 2021 narratives to come from China require context. Liqian Ren helps investors to sort through which narratives they should focus on.

Read the article

For India and China, 2021 is a tale of two equity markets. But when it comes to energy—particularly coal-generated electricity—the two countries are remarkably similar. Liqian Ren discusses the potential impact of this reliance on India and China’s economic growth.

Read the article

As countries like New Zealand abandon their Zero-COVID-19 policies, China again becomes the last remaining holdout. Liqian Ren discusses her outlook on how this policy could impact the Chinese markets going forward.

Read the article

The financial world seems fixated on Evergrande, the Chinese real estate company with a larger-than-life CEO and larger-than-average debt burden. Liqian Ren analyzes this latest event’s potential impact on the Chinese equity market.

Read the article

China lacks a definitive index like our S&P 500. The three main players—the S&P China 500 Index, the MSCI China Index and the MSCI China A Index—offer wildly divergent exposures to A-shares and state-owned companies. Liqian Ren and Aneeka Gupta explore the differences and reveal our recommended sweet spot for A-share allocation.

Read the article

VIE (variable interest entity) default risk is almost unavoidable when it comes to investing in China. Liqian Ren discusses how investors can assess and limit their exposure to VIE in their emerging markets portfolio. 

Read the article