INSIGHTS & STRATEGIES

WisdomTree Blog

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.

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The valuation case for emerging markets equities looks considerably more opportune than it did six months ago. Jeff Weniger provides potential solutions to capitalize on this opportunity.

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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.

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If Chinese stocks cannot get their act together, the unwanted “October surprise” could be a rerating of U.S. equity valuations in response to now-reduced peer valuations. Against this backdrop, Jeff Weniger outlines two potential options for investors to investigate.

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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. 

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China’s large-cap technology stocks have come under immense pressure in the last three months. Against this backdrop, Jeremy Schwartz explores how emerging market small-cap stocks can help diversify some of the risks in the region.

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