INSIGHTS & STRATEGIES

WisdomTree Blog

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Liqian Ren spoke with Maura Pape, a strategist at DeepMacro, and Brendan Ahern, CIO of KraneShares. The conversation focused on what is happening with China’s economy as it gets back to work following the large-scale shutdown to prevent the coronavirus from spreading further.
Read the article
Last year’s market moves were often driven by headlines relating to the China trade deal, while this year so far is all about the coronavirus. On last week’s episode of “Behind the Markets,” Jeremy Schwartz and Liqian Ren spoke with Andy Rothman of Matthews Asia on both these current issues and his long-term view of China.
Read the article

Investing internationally can add a layer of complexity, especially when corporate governance and political influence are concerns. Kara Marciscano provides a solution for investors seeking to avoid portions of the Chinese market where a high-level government influence may dilute future returns.

Read the article

Following the signing of the long-awaited Phase One trade deal, investors have become increasingly optimistic on China. Brian Manby discusses how to add China to your portfolio in a way that minimizes the government’s influence on its companies.

Read the article

With U.S. and China trade negotiations front and center, some investors are questioning whether they should have exposure to China in their portfolio. Rethinking exposure to state-owned enterprises within China can be one method that may actually enhance returns while keeping volatility under control.

Read the article

How indexes for emerging markets are constructed matters, especially when the news cycle is dominated by Washington-Beijing relations. Read how emerging market investors can protect their portfolios by avoiding Chinese state-owned enterprises.

Read the article