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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
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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

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  • Channel
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  • Second Half of 2019: China Economic and Capital Market Outlook Sep 5 2019 1:00 pm UTC 60 mins
    Kevin Liu and Brendan Ahern
    Executive Director of CICC Research, Kevin Liu and Chief Investment Officer of KraneShares, Brendan Ahern 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 rebalance with a look at the next rebalance in November.

    China’s Economic and Policy Outlook for the remainder of 2019 and into 2020

    Earnings Review of US, Hong Kong and Chinese listed Companies

    Scenario Analysis of Trade War’s Effect on China

    MSCI's August China A Rebalance Recap and Forecast for 2019’s final China A inclusion in November
  • 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).

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  • 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
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