FLHK - EWH: China Remains The Contrarian Trade

2024-03-28 12:41:43 ET

Summary

• iShares MSCI Hong Kong ETF offers exposure to the Hong Kong stock market and could potentially offer high returns if the market rebounds.
• The EWH ETF holds a portfolio of 31 stocks, with the top five positions making up 47% of the fund, including AIA Group and Hong Kong Exchanges and Clearing Limited.
• EWH has significant exposure to the real estate and financial sectors, which could negatively affect its performance if these sectors experience further downturns.

China has been an extraordinarily challenging place to invest for many years. "Statement risk" is real for allocators when it comes to investing in China because of the pushback their clients give on investing outside the U.S....

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