View all WisdomTree insights in the Ex-State-Owned Enterprises category.
In emerging markets, the divide between state-owned and market-driven firms is quietly shaping investor outcomes. Chris Gannatti explains how the WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) seeks to capture this shift by favoring governance, efficiency and entrepreneurial drive over state agendas.
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For investors looking for valuation and mean reversion opportunities, emerging markets (EM) stands out as a clear favorite over the U.S. Matt Wagner outlines the recent rebalance of our ex-state-owned EM Indexes.
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August and September 2024 saw the Japanese yen surge and Chinese stocks rally. Christopher Gannatti explains how the WisdomTree Japan Hedged Equity Fund (DXJ) and WisdomTree China ex-State-Owned Enterprises Fund (CXSE) responded.
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Since firing the head of its securities regulator, the Chinese Securities Regulatory Commission, in February, China’s equity market has experienced a surge in price momentum. Liqian Ren dives into strategic and tactical considerations for investing in China. 
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Following the surge of Japan’s Nikkei 225, China has recently announced a series of initiatives that could partially clean up the fraud and market manipulation that tarnishes the market’s image. Jeff Weniger explores the potential impact of these reforms, dividend strategies in China and the Stock Connect program. 
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Although allocating to emerging markets has been a tall task recently, there have been pockets of companies within emerging markets that have experienced solid performance. Alejandro Saltiel lays out a capital-efficient way to allocate to emerging markets using WisdomTree’s strategies. 
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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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Emerging markets are entering 2022 from a low base after their economic recovery was hindered by the resurgence of COVID-19 variants, China’s regulatory crackdown and concerns of a more hawkish Federal Reserve. Against this backdrop, Aneeka Gupta explains why investors should not ignore emerging markets this year.
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After an eventful year, many investors are asking: is investing in ex-state-owned companies in emerging markets still better than investing in the full market? Alejandro Saltiel explains why our answer is, yes.
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For many emerging markets (EM) investors, navigating 2021 has felt like walking through a minefield. Joe Tenaglia explains how small caps have served as a quiet bright spot for EM investors.
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The financial world seems fixated on Evergrande, the Chinese real estate company with a larger-than-life CEO and larger-than-average debt burden. Liqian Ren analyzes this latest event’s potential impact on the Chinese equity market.
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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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