INSIGHTS & STRATEGIES

WisdomTree Blog

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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2021 has been both a challenging and prosperous year for emerging markets (EM). Matt Wagner explains how high dividend payers have led in EM.

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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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Emerging markets have struggled to find their footing this year, leaving many investors seeking strategic ways to include emerging markets in their portfolio. Against this backdrop, Alejandro Saltiel explains why investors should consider ex-state-owned strategies when investing in emerging markets.

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