WisdomTree Insights

On last week’s episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Liza Tobin, Senior Director for Economy of the Special Competitive Studies Project (SCSP). They spoke about the latest developments in the U.S.-China relationship. 
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China’s growth rate has slowed in the last year, but despite calls for fiscal stimulus, China has shown a consistent reluctance to resort to stimulus-induced growth. Liqian Ren outlines China’s reasoning for this resistance.
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In a typical emerging markets portfolio, Taiwan represents around 15% of the total allocation, with mainland China accounting for approximately 33%. Liqian Ren gives an overview of the state of the U.S.- China relationship to provide investors with a better understanding of the risks associated with China and Taiwan equities in an emerging markets portfolio.
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WisdomTree offers investors emerging markets exposure across seven different ETFs. In two of our portfolios, we took increased steps to lower our China risks and give more tools to investors who want diversified emerging markets exposure. Jeremy Schwartz and Matt Wagner discuss the portfolio characteristics of one of these Funds, the WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE).
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Golden shares, which give the holder 1% of equity and one board seat, have recently been used by the Chinese government to maintain control of certain private enterprises. Liqian Ren explores the history of golden shares, their current use in China and which sectors the government is likely to continue to exert control over.
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Some investors may want to access the China reopening theme without the volatility of investing directly in Chinese equities, which can be rife with existential geopolitical risk. Hyun Kang and Matt Wagner highlight our Japan Hedged Equity Fund and Europe Hedged Equity Fund as potential solutions for investors.
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