Larry Berman CFA, CMT, CTAiShares China Index ETFXCH.TOCOMMENTAug 09, 2021

Includes names like BABA and Tencent. Very large Chinese corporations. If the Trump-Xi goes even a little bit OK, this area will do well. Remember that China's the second-largest economy in the world. A nice complement to a portfolio, trading at deep valuation discounts. Robust, diversified exposure to the Chinese economy.

The idea of China is a good one and a diversifying one. Their business cycle and monetary policy are so very different from what we have in Canada. Focus is on a single country. MER is around 0.85%, as it's harder to gain access to those securities. Pretty good exposure.

Holds large and mid-cap Chinese companies with broad exposure.

Chinese stocks have sucked for 3-4 years due to political interference from Beijing. But XCH bottomed a month ago and is rebounding. If this breaks below $13.74, then that means there are more problems in China. Start with a small position. If this continues to rise, he will add to his holding, currently 3% of his portfolio. Risk-reward is really good.

Doesn’t think 2014 is going to be China’s year. Maybe 2015 will be the year. There’s certainly some recovery in emerging markets banks.