KraneShares Bosera MSCI China A ETF (KBA)

(A Top Pick Nov 03/20, Up 15%) China's tightening phase seems to be over. Indicates they'll be easing policy in the future. China's market is very policy driven, which is different from the bottom-up earnings drivers of global markets. So this lets you get great non-correlation in your portfolio.

Diversified exposure to the Chinese market, minimizing tech stocks. Indications there will be an easing in policy later this year, and Chinese firms always do well in this environment. China is underrepresented in most people's portfolios. Yield is 0.59%.

Consider the three main economic zones--the US, Europe and emerging Asia--China lies at the center of the latter. It will become more important to get direct exposure to these regions, not through American companies that operate in China. A shares here means mainland Chinese holdings, less tech and more exposure to cyclicals. This is good for a globally diversified portfolio.