Deutsche X-trackers Harvest CSI 300 China A-Shares (ASHR-N) Stock Predictions - Stockchase
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Deutsche X-trackers Harvest CSI 300 China A-Shares (ASHR-N)

ON STOCKCHASE SINCE Dec 2014

China

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ASHR-N

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Deutsche X-trackers Harvest CSI 300 China A-Shares (ASHR-N) SAVE Mar, 20, 2019, 2:28 pm

28.75 0.11 (0.38%)

What the experts are saying about ASHR-N



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PAST TOP PICK
(A Top Pick Sep 06/18, Up 17%) Everybody's favourite whipping boy in 2018 was China during the trade war, but he expects a long, secular bull market in China going forward. Good valuations; China's bank earnings are 6x only. China is a complicated market though, because of sprawling securities around the world, but ASHR covers mainland Chinese stocks and heavily weights the banks.
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(A Top Pick Sep 06/18, Up 17%) Everybody's favourite whipping boy in 2018 was China during the trade war, but he expects a long, secular bull market in China going forward. Good valuations; China's bank earnings are 6x only. China is a complicated market though, because of sprawling securities around the world, but ASHR covers mainland Chinese stocks and heavily weights the banks.
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Tyler Mordy

President , Forstrong Global Ass...

Price Price
$28.130
Owned Owned
Yes

TOP PICK

He loves this. 300 of the most liquid and largest chines shares. China has all the things you want to see as a global investor. Low valuation, cutting taxes, easing monetary policy. 

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He loves this. 300 of the most liquid and largest chines shares. China has all the things you want to see as a global investor. Low valuation, cutting taxes, easing monetary policy. 

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Tyler Mordy

President , Forstrong Global Ass...

Price Price
$24.330
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Sept 20/16. Up 19%.) In the last 5 years, China has been everybody’s favourite whipping boy. His view has been completely different. 40% of the holdings are Chinese banks. China is making some good progress towards economic rebalancing. The rise of the Asian consumer is the biggest macro story of the next decade. He just sold this today as it had become very overbought.

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(A Top Pick Sept 20/16. Up 19%.) In the last 5 years, China has been everybody’s favourite whipping boy. His view has been completely different. 40% of the holdings are Chinese banks. China is making some good progress towards economic rebalancing. The rise of the Asian consumer is the biggest macro story of the next decade. He just sold this today as it had become very overbought.

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Tyler Mordy

President , Forstrong Global Ass...

Price Price
$28.960
Owned Owned
No

TOP PICK

China is looking good for now and is under owned and under loved.  He does not see a crash in China.  The market on the mainland had come down so much and is so cheap now.  You don’t want to be overweight Chinese industrials, but most funds concentrate in financials. 

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China is looking good for now and is under owned and under loved.  He does not see a crash in China.  The market on the mainland had come down so much and is so cheap now.  You don’t want to be overweight Chinese industrials, but most funds concentrate in financials. 

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Tyler Mordy

President , Forstrong Global Ass...

Price Price
$25.700
Owned Owned
Yes

PAST TOP PICK

(Top Pick Sep 20/16, Up 2.88%) The main land Chinese Market.  The macro story continues to excite him.  He thinks China is doing what they said they would do.  They are rebalancing away from exports.  He loves the Chinese stock market. 

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(Top Pick Sep 20/16, Up 2.88%) The main land Chinese Market.  The macro story continues to excite him.  He thinks China is doing what they said they would do.  They are rebalancing away from exports.  He loves the Chinese stock market. 

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Tyler Mordy

President , Forstrong Global Ass...

Price Price
$25.700
Owned Owned
Yes

COMMENT

This tracks the A shares in China which is the onshore market. There is also a B shares, but much smaller. There is also the H share market which are Hong Kong listed stocks. What she likes about some of the onshore market in China is that there are certain sectors that are not well represented outside. Because it is predominantly a retail market in China, the volatility is typically higher than the Hong Kong side.

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This tracks the A shares in China which is the onshore market. There is also a B shares, but much smaller. There is also the H share market which are Hong Kong listed stocks. What she likes about some of the onshore market in China is that there are certain sectors that are not well represented outside. Because it is predominantly a retail market in China, the volatility is typically higher than the Hong Kong side.

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Christine Tan

Chief Inve, Excel Funds...

Price Price
$24.650
Owned Owned
No

COMMENT

(A Top Pick July 22/16. Up 1.25%.) Probably his most controversial pick and relates to perceptions of the marketplace that China is about to embark on an economic crash and are going to devalue their currency. His view is that the slowdown was coordinated by policymakers. China is on a longer running slow down, and he can see it going down to 3% GDP in the next few years. The market has really punished the stocks there, particularly the Chinese banking sector. This is a multiyear hold.

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(A Top Pick July 22/16. Up 1.25%.) Probably his most controversial pick and relates to perceptions of the marketplace that China is about to embark on an economic crash and are going to devalue their currency. His view is that the slowdown was coordinated by policymakers. China is on a longer running slow down, and he can see it going down to 3% GDP in the next few years. The market has really punished the stocks there, particularly the Chinese banking sector. This is a multiyear hold.

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Tyler Mordy

President , Forstrong Global Ass...

Price Price
$24.650
Owned Owned
Yes

TOP PICK

Feels the China story is so important. The market is getting it wrong. Chinese stocks have so many positive benefits in the long term.

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Feels the China story is so important. The market is getting it wrong. Chinese stocks have so many positive benefits in the long term.

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Tyler Mordy

President , Forstrong Global Ass...

Price Price
$24.650
Owned Owned
Yes

TOP PICK

There is a lot of misinformation on China. Everyone is trying to interpret the Chinese economy through a Western prism. If you are going to understand the Chinese economy, you have to look at the directives of the government. There was a big bull market from 2002 to 2011 that was driven by exports. Now the government is wanting to rebalance to stimulate the middle class. 40% of this is banks, which are trading at very, very cheap valuations. The worst crash possible is already priced in.

E.T.F.'s
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There is a lot of misinformation on China. Everyone is trying to interpret the Chinese economy through a Western prism. If you are going to understand the Chinese economy, you have to look at the directives of the government. There was a big bull market from 2002 to 2011 that was driven by exports. Now the government is wanting to rebalance to stimulate the middle class. 40% of this is banks, which are trading at very, very cheap valuations. The worst crash possible is already priced in.

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Tyler Mordy

President , Forstrong Global Ass...

Price Price
$24.340
Owned Owned
Yes

COMMENT

An ETF on the China situation? This tends to track the Shanghai composite pretty closely. It is fairly new, which is a problem for technical analysis. Chart shows a flat congested period August to November, followed by a rally with some support at around $38. If it can hold at $30, you should be okay. (See also FXI-N)

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An ETF on the China situation? This tends to track the Shanghai composite pretty closely. It is fairly new, which is a problem for technical analysis. Chart shows a flat congested period August to November, followed by a rally with some support at around $38. If it can hold at $30, you should be okay. (See also FXI-N)

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Bill Carrigan

Technical , Getting Technical In...

Price Price
$41.340
Owned Owned
Unknown

COMMENT

Chinese stocks? These are just entering their period of seasonal strength. From about January all the way through to May-June timeframe, they tend to outperform the rest of the world. We are seeing that seasonal strength starting much earlier this year. The Shanghai Stock Exchange Composite has essentially gone parabolic, which gives him a bit of concern in the near term in trying to get an accurate entry point.

E.T.F.'s
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Chinese stocks? These are just entering their period of seasonal strength. From about January all the way through to May-June timeframe, they tend to outperform the rest of the world. We are seeing that seasonal strength starting much earlier this year. The Shanghai Stock Exchange Composite has essentially gone parabolic, which gives him a bit of concern in the near term in trying to get an accurate entry point.

E.T.F.'s
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$32.210
Owned Owned
Unknown

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