iShares Xinhua China 25 ETF

FXI-N

NYSEARCA:FXI

40.95
0.28 (0.69%)

Analysis and Opinions about FXI-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 4, 2019
(A Top Pick Nov 09/18, Up 7%) This will break out, has serious upside, and he expects a US-China trade deal.
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(A Top Pick Nov 09/18, Up 7%) This will break out, has serious upside, and he expects a US-China trade deal.
BUY
BUY
September 26, 2019
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.
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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.
DON'T BUY
DON'T BUY
August 7, 2019
It has been making lower highs since 2018 and it has traded back down to significant lows. He thinks this is poised for another sizable push lower. The trade war between China and the US is crazy and is creating too much uncertainty to be investing here. Stay away.
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It has been making lower highs since 2018 and it has traded back down to significant lows. He thinks this is poised for another sizable push lower. The trade war between China and the US is crazy and is creating too much uncertainty to be investing here. Stay away.
DON'T BUY
DON'T BUY
August 2, 2019
Speculate on this? He wouldn't take a position here. China's real economic growth has decelerrated since 2007 and underformed the U.S. China is not competitive in anything. There is nothing positive about the Chinese economy.
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Speculate on this? He wouldn't take a position here. China's real economic growth has decelerrated since 2007 and underformed the U.S. China is not competitive in anything. There is nothing positive about the Chinese economy.
TOP PICK
TOP PICK
February 19, 2019
This'll benefit from a US-China trade deal, which he thinks has an 80% chance of happening. Something will get signed.
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This'll benefit from a US-China trade deal, which he thinks has an 80% chance of happening. Something will get signed.
COMMENT
COMMENT
January 23, 2019
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.
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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.
TOP PICK
TOP PICK
November 9, 2018
Based on a thesis that the trade war is going to wind down and US-China will reach a deal. So buy something in China.
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Based on a thesis that the trade war is going to wind down and US-China will reach a deal. So buy something in China.
TOP PICK
TOP PICK
February 26, 2018

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.

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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.

COMMENT
COMMENT
August 31, 2017

If North Korea gets really out of hand and China has to intervene, will it take this sector down? These are basically the 10 biggest businesses in China. If there is an outbreak of actual tensions, she thinks these names will hold in a lot better because they are so well run.

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If North Korea gets really out of hand and China has to intervene, will it take this sector down? These are basically the 10 biggest businesses in China. If there is an outbreak of actual tensions, she thinks these names will hold in a lot better because they are so well run.

COMMENT
COMMENT
December 16, 2016

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.

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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.

PAST TOP PICK
PAST TOP PICK
March 16, 2016

(Top Pick Mar 5/15, Down 18.56%) It is now right at a breakdown level and is a time to take a small loss. This is a thesis that is not working. He is looking to dispose of this one.

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(Top Pick Mar 5/15, Down 18.56%) It is now right at a breakdown level and is a time to take a small loss. This is a thesis that is not working. He is looking to dispose of this one.

PAST TOP PICK
PAST TOP PICK
December 29, 2015

(A Top Pick Jan 8/15. Down 13.08%.) This is an investment that he would buy today. It is a longer term holding for him. China has to get going if the world is going to go. He thinks there is going to be a long devaluation coming, surprising the Fed a little.

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(A Top Pick Jan 8/15. Down 13.08%.) This is an investment that he would buy today. It is a longer term holding for him. China has to get going if the world is going to go. He thinks there is going to be a long devaluation coming, surprising the Fed a little.

COMMENT
COMMENT
December 9, 2015

He does like China a lot, but doesn’t actually have exposure. Alternatively, he would look into their consumer space with PowerShares USX China (PGJ-N).

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He does like China a lot, but doesn’t actually have exposure. Alternatively, he would look into their consumer space with PowerShares USX China (PGJ-N).

PAST TOP PICK
PAST TOP PICK
November 26, 2015

(A Top Pick Nov 28/14. Down 4.82%.) He still likes this. Has a nice base from 2009 to 2015. He is looking for a nice break out from its base. With China being focused on creating a domestic economy, he thinks it is just a matter of time. From a risk/reward perspective, you have to have a Chinese component in your portfolio.

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(A Top Pick Nov 28/14. Down 4.82%.) He still likes this. Has a nice base from 2009 to 2015. He is looking for a nice break out from its base. With China being focused on creating a domestic economy, he thinks it is just a matter of time. From a risk/reward perspective, you have to have a Chinese component in your portfolio.

COMMENT
COMMENT
September 23, 2015

China is an area where he is doing a lot of work on. He is not directly involved in it because it is kind of in the twilight zone. He is being a little more cautious on China. A typical broad Chinese market will tend to have some stabilizers in there, such as banks and telcos. You may want to wait on this because the USSNP (?) market has to stabilize, and not moving around by 2% per day.

Show full opinionHide full opinion

China is an area where he is doing a lot of work on. He is not directly involved in it because it is kind of in the twilight zone. He is being a little more cautious on China. A typical broad Chinese market will tend to have some stabilizers in there, such as banks and telcos. You may want to wait on this because the USSNP (?) market has to stabilize, and not moving around by 2% per day.

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