INSIGHTS & STRATEGIES

WisdomTree Blog

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

India just got another boost for economic growth. After an unprecedented rate cut, India’s government, in a big boost to “India Inc.,” announced corporate tax cuts of 8% to 15%. Gaurav Sinha analyzes what this tax cut means for different sectors and how investors might benefit.

Read the article

WisdomTree was the first to package an ex-state-owned enterprises approach into rules-based ETFs. But we were far from the first to identify the negative impact of the state-ownership structure on shareholders. Matt Wagner discusses the recent commentary.

Read the article
State-owned enterprises in emerging markets are prone to conflicts between the interests of shareholders and government stakeholders, as companies with meaningful government ownership are often run as much for government benefit as for their shareholders. Problems arise for investors when these interests are not aligned and possibly affect their profitability and future returns.


Read the article

This was expected to be the year of the global economic slowdown. But the year-to-date synchronized rally in global equities has stolen the spotlight. So far, Chinese equities have been the star.

Read the article