Xtrackers CSI300 Swap ETF (XCHA) Forum & Discussion

6Mon·

As the month of April draws to a close, here are a few things I've noticed that might not be on everyone's radar:

The dollar continues to show strength, yet the European markets have outperformed the US markets.

A strong dollar is actually bad for the emerging markets, but nobody told the emerging markets that and that's why they ran away from everyone in April, especially China stocks with a Hong Kong listing. $ICHN (-1.75%)

The A-shares $XCHA (-2.54%) were somewhat weaker but still stronger than Europe / USA.

Unfortunately, nobody saw this recovery coming...

*cough*(https://getqu.in/diliTw/

https://getqu.in/hidsG0/

https://getqu.in/CyyT6s/ ) *cough*

and the majority are underinvested in the emerging markets in general and China in particular.

😉

Personally, I think there is still room for improvement, sentiment towards China is still extremely poor. Anyone who wanted to sell has probably already done so.

As long as our beloved CCP doesn't screw up again, I see the potential for surprises on the upside.

See you later comrades 🐼🚀🌔

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1 Comment

Seventrader@7Trader

6Mon

Hello 👋🏼 here, here ☝🏼
I am consistently invested in China 🇨🇳 and I know a few others who have their money in the land of the dragon 🐉.
$700 e.g. belongs in every portfolio 🤑🤞🏼

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PowerWordChill

@PowerWordChill

8Mon·

A new Monday, a new investment in the Chinese-style "socialist" market economy.

26.02

Xtrackers CSI300 Swap ETF

Bought at €11.98

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2 Comments

Das Portfoliopferd@Portfoliopferd

8Mon

Does A buy shares?

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Show answer

Chris

@Gally

10Mon·

$XCHA (-2.54%) I have been investing in this colleague for quite a while, as individual stocks in China are too risky, but I am convinced of China in the long term. The position is now down 20% and there seems to be no end in sight.

What do you think about China? Would you just let it run or would you need to take action?

3 Comments

Beat The Bank@randomdude

10Mon

I would not take any explicit China exposure, be it a stock or a China ETF. That would be a kind of gambling position where you are allowed to own shares in companies before the graces of the Communist Party.
However, if China is included somewhere with a few %, I would accept that.

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Tom

@tom_finance

1Yr·

Further portfolio reorganization regarding my strategy. I decided last Friday to sell my China ETF, you should know by now that I prefer single stocks, and instead will probably add 2 Chinese single stocks to the portfolio next week.

- Li Ning or Anta Sports --> both in the sports-textile business

- NetEase --> technology company

16.06

Xtrackers CSI300 Swap ETF

Sold at €13.25

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3 Comments

Mister_ultra@Mister_ultra

1Yr

Personally, I also prefer individual shares to ETFs. For me, the exception is China, where I find a lot of things extremely non-transparent. In addition, the government can simply "kill" shares on a whim. Alibaba with the Ant Group, Tal Education or Didi just to name a few examples. That's why I prefer to stick with ETFs in China.

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