iShares China Index ETFXCH.TOTOP PICKOct 29, 2025Stock price when the opinion was issued
As of Jun 05, 2026. Market Open.
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.
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.