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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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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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