How ETF Investors Can Find Hidden Value from Chinese Internet Exposure

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Presented by

Brendan Ahern, Chief Investment Officer & Dr. Xiaolin Chen, Head of International

About this talk

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.
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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).