Opinions Tyler Mordy
iShares Xinhua China 25 ETFFXITOP PICKFeb 26, 2018
Tyler MordyOwned
$50.34
Stock price when the opinion was issued
$35.05
As of May 29, 2026. Market Open.
E.T.F.'s
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COMMENT
PAST TOP PICK
(A Top Pick Nov 09/18, Up 7%) This will break out, has serious upside, and he expects a US-China trade deal.
Richard CroftOwned
E.T.F.'s
BUY
Chinese large caps. It is off shore. He prefers ASHR-Q. FXI-N covers more of the old economy stocks. China has moved away from being an export lead economy to stimulating their own domestic consumption.
Tyler MordyOwned
E.T.F.'s
COMMENT
Asian markets are looking attractive. This covers the top 50 Chinese companies, trading at 8x forward PE. It's trading at a discount. This ETF has been outperforming the S&P since October. A contrarian buy. China could be very strong in 12 months, especially if the US-China trade war ends which he expects will end.
Stan WongOwned
E.T.F.'s
COMMENT
His weighting in China is reasonably low. For the next 12-24 months, there is going to be a lot of back-and-forth between the US and China. It probably doesn’t put China in the best position from a negotiation point of view, given that they have such a large trade surplus with the US. He would be a little wary, but the China economy looks very strong right now. He would have a look at Tencent (TCEHY-5) instead, which he owns.
E.T.F.'s
Of all his holdings, this one is the most contentious. Clients are deeply skeptical about China. Yes, there is debt, yes it is a Communist country, but look closer and see that China is moving in the right direction. Holds Chinese companies (60% of them banks) in Hong Kong. Since early 2016, Chinese banks are among the best-performing assets classes in the world. Doesn't see Chinese banks imploding.