Xtrackers CSI300 Swap ETF Foro

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 (-2,51 %)

The A-shares $XCHA (-1,27 %) 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 🐼🚀🌔

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

$XCHA (-1,27 %) 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?

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

Savings plan

Further diversification within China to also be invested in the A-shares because the EM has too much tech weighting.

Alternative to the China A ETF, and further diversification to the ADRs already included in the EM IMI.