WisdomTree Insights

Following the reversal of China’s Zero Covid policy, Liqian Ren looks at what China experienced in 2022 and how that could shed light on future policies.
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We recently rebalanced our ex-State-Owned Enterprises China Index (CHXSOE). Liqian Ren highlights three major changes.
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Unlike the Federal Reserve, the People’s Bank of China (PBoC) has a relatively high degree of freedom. Currently, the U.S. and China are on opposite sides of the monetary cycle, with the Fed tightening and the PBoC easing. Liqian Ren outlines the PBoC’s monetary framework and discusses its monetary easing cycle. 

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In two short decades, China’s weight in the MSCI Emerging Markets Index (MSCI EM) has risen from 6% to 33%, multiplying the complications it brings to your emerging markets position. Alejandro Saltiel shows how our new ETF frees investors to implement their views on China and neutralize the negative impact of SOEs.
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Geopolitics’ importance in the investing world has become more apparent lately. With Louis-Vincent Gave, founder of GAVEKAL, Liqian Ren discusses the potential impacts and what investors should be mindful of.
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In the coming decades, we believe China will become a headline for the U.S. as a top strategic competitor. Liqian Ren outlines the various aspects of this competition including politics, geopolitical risk and economy. 
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