Hi [[ session.user.profile.firstName ]]

How ETF Investors Can Find Hidden Value from Chinese Internet Exposure

Chinese equities are back in focus as the US and China close in on a trade deal. We believe that simply moving into a general, broad-based China or emerging market fund may not be the most optimal approach.

Broad-based China or emerging market indexes often have greater weights to sectors such as financials and commodities while underweighting growth sectors, such as consumer technology.

Despite the recent expansion of technology and e-commerce in emerging markets, the largest sector by weight of the top 5 US-listed emerging market ETFs is financials with a median weight of 25%.

Discerning investors may consider adding KWEB to their current China or emerging market allocation in order to achieve the optimal sector exposure to match their specific risk/growth appetite.
Recorded Mar 21 2019 33 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Brendan Ahern, Chief Investment Officer & Dr. Xiaolin Chen, Head of International
Presentation preview: How ETF Investors Can Find Hidden Value from Chinese Internet Exposure

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Deal or No Deal? Trade War Scenario Analysis and Economic Outlook Sep 18 2019 9:00 am UTC 61 mins
    Kevin Liu and Brendan Ahern
    Kevin Liu, Executive Director and Strategist of CICC Research and Brendan Ahern, Chief Investment Officer of KraneShares will provide their outlook for China's economy and capital markets for the remainder of 2019 and into 2020. They will also review MSCI's 2019 inclusion of Chinese A-Shares following MSCI’s August China A-Share rebalance with a look at the next inclusion in November.

    - Scenario Analysis of Trade War
    - China’s Economic and Policy Outlook for the remainder of 2019 and into 2020
    - Earnings Review of US, Hong Kong, and Chinese listed Companies
    - August China A Rebalance Recap and Forecast for 2019’s final China A inclusion in November
  • The Inverted Yield Curve & Potential Opportunities Recorded: Sep 12 2019 22 mins
    Nancy Davis
    With an inverted yield curve driving recession concerns, a Twitter-fueled trade war and potentially more rate cuts on the horizon, many investors can't make heads or tails of the market. The only thing that is certain is that volatility is increasing. Nancy Davis, CIO of Quadratic Capital will discuss our current economic environment and how, despite the unprecedented market uncertainty, investors can find returns and potentially benefit during times of market volatility.

    Agenda:
    Nancy Davis and Brendan Ahern introduction
    How to benefit from the yield curve and market volatility
    Is an inverted yield curve a reliable economic predictor?
    What can the FED do to help the yield curve?
    Overview of The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) and how it may potentially benefit portfolios
  • China Macro and Trade Update: What's Different in 2019? Recorded: Jul 17 2019 56 mins
    Kevin Liu, Executive Director of CICC Research and Brendan Ahern, Chief Investment Officer of KraneShares
    In this webinar Executive Director of CICC Research in Beijing, Kevin Liu, will give an economic update on China. Topics will include:

    • Trade: US-China trade update and 2019 China economic outlook.

    • Secular Trends in China's Economy:

    • The upgrade of "Made in China" manufacturing.
    • How domestic Chinese brands have benefitted from urbanization.
    • Long-term growth trends in China .

    • Looking Ahead: The opening-up of China’s financial markets is accelerating. What are the implications for the future of China’s economy.
  • How ETF Investors Can Find Hidden Value from Chinese Internet Exposure Recorded: Mar 21 2019 33 mins
    Brendan Ahern, Chief Investment Officer & Dr. Xiaolin Chen, Head of International
    Chinese equities are back in focus as the US and China close in on a trade deal. We believe that simply moving into a general, broad-based China or emerging market fund may not be the most optimal approach.

    Broad-based China or emerging market indexes often have greater weights to sectors such as financials and commodities while underweighting growth sectors, such as consumer technology.

    Despite the recent expansion of technology and e-commerce in emerging markets, the largest sector by weight of the top 5 US-listed emerging market ETFs is financials with a median weight of 25%.

    Discerning investors may consider adding KWEB to their current China or emerging market allocation in order to achieve the optimal sector exposure to match their specific risk/growth appetite.
  • China Consumer eCommerce Opportunity: KWEB- KraneShares China Internet UCITS ETF Recorded: Feb 13 2019 53 mins
    Brendan Ahern, Chief Investment Officer & Dr. Xiaolin Chen, Head of International
    Chinese retail web sales totaled US$1.14 trillion in 2017 (over twice as much as the United States), and online shopping accounted for 19.6% of all retail purchases. Despite the massive size of China’s online retail market, it still has room to grow, with an internet penetration rate of only 57.7% as opposed to 88.5% in the United States.

    KraneShares Chief Investment Officer, Brendan Ahern, provides an introduction to the growing China Internet sector and the KraneShares CSI China Internet UCITS ETF (ticker: KWEB), now available on the London Stock Exchange.
Strategies to Capture China's Importance In Global Portfolios
Krane Funds Advisors, LLC is the investment manager for KraneShares ETFs. Our suite of China-focused ETFs provides investors with solutions to capture China’s importance as an essential element of a well-designed investment portfolio. We strive to provide innovative, first to market strategies that have been developed based on our strong partnerships and our deep knowledge of investing. We help investors stay up to date on global market trends and aim to provide meaningful diversification. Krane Funds Advisors, LLC is majority owned by China International Capital Corporation (CICC).

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: How ETF Investors Can Find Hidden Value from Chinese Internet Exposure
  • Live at: Mar 21 2019 12:00 pm
  • Presented by: Brendan Ahern, Chief Investment Officer & Dr. Xiaolin Chen, Head of International
  • From:
Your email has been sent.
or close