John Hood IShares China Large-Cap ETF FXI-US BUY Feb 14, 2019

He doesn’t invest in ETFs. As a matter of policy, he believes he can do better with individual stocks as an active investor. His weighting of China is down. He expects the Chinese government to appease the United States in limited ways over the short term rather than engaging in a trade war. This may slightly reduce the growth of the Chinese economy, say from 6.5% to 6%. The Chinese economy is in a state of transition, with more emphasis on domestic consumption. This will limit the impact of trade barriers, but at this time, there is enough risk that he has reduced his emphasis on China.

(A Top Pick Feb 26/18 - Down 9%.) China is probably the largest area of the world with the largest amount of misinformation. Focusing on moving from exports to focusing in the middle class. China is at the epicenter of the trade wars. He thinks it is oversold and there is good upside. The big thing now is that they have just eased monetary policy.