Daily Stock Opinions and Ratings

Opinions

Larry Berman CFA, CMT, CTA KraneShares CSI China Internet KWEB-N WAIT Oct 20, 2025

For growth in China.

It's the Mag 7 equivalent of what's in China. That's where the growth potential is in China. Chinese consumer is going to be challenged, as they have a serious demographic issue. After the recent rally in Chinese equities, he'd avoid or be underweight China. So he's not advocating it right now, but if you do want to be in China, China tech is the place to be.

(There might be a Canadian equivalent to this one, but he can't recall the ticker just now. If he finds it, he'll post it on X.)

Larry Berman CFA, CMT, CTA

Unknown

Unlock Rating

$40.360

Stock price when the opinion was issued

E.T.F.'s

It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

Get Signals Create your Watchlist

You might be interested:

BUY ON WEAKNESS

Saw a parabolic rise in the beginning of the year. Now it has reversed to 52-week lows. A value play now with lots of discounting factors. A lot of bad news priced in. Doesn't mean it can't fall further, but it could be a buying opportunity to ease in. Wouldn't worry about short term volatility.

BUY ON WEAKNESS

These Chinese educational stocks were 7% of the index at the top of the stock. Now they are around 1% of the index. There is a chance all of them go to 0%. There are other good companies such as Chinese equivalents for Google, Amazon, etc. . There is a lot of value in them.

BUY

Good ETF to take advantage of the selloff in BABA. Includes Chinese internet technology names like Tencent, Baidu, and JD.com.

RISKY

They are converting the ADRs . The whole pressure and uncertainty of the Congress move to de-listing companies that will not open books. None of the companies in KWEB were part of the proposed list of equities. Thinks China will come to a degree of agreement with the SCE. These companies are still worth a lot of money.

BUY

As an options trader, he just saw a monster buyer of this, and he's in as well.

DON'T BUY

Reviews he's seen say that it's too focused on the net and software, too nichey. Perhaps look at something that's broader.

TOP PICK

He's not typically a fan of investing in China, as regulations there can make it seem like the Wild West. Things can swing pretty heavily with the political climate.

China is trying to inflate its market with interest rate cuts and other measures to try to promote economic growth. Some of the companies in this ETF will be major beneficiaries of that. Chinese tech companies have underperformed for a long time, provides an opportunity. Foresees a move up from the reflation trade. As long as the government doesn't get too involved, some companies are primed for a breakout.

RISKY

This has rallied due to serious government stimulus in China. But such stimulus is historically fickle and unpredictable. So be careful here and take profits.

PAST TOP PICK

(A Top Pick Jun 03/24, Up 23%)

An ETF holding China's biggest tech companies. A year ago, this was very depressed and he was looking for diversity.

Most Recent Experts