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The US is stuck in a high-cost compute arms race with diminishing returns, while China has achieved near-parity by mastering the capital-efficient "Physical AI" and robotics sectors. To capture this structural shift without overpaying for fees, the GXC ETF is a possible solution, offering broad exposure at a 0.29% expense ratio, nearly 60% cheaper than specialized tech funds
Hey there, I see this all the time and sometimes comment on it: the old "missed out while I was waiting on a magical entry point" dilemma. You won't like this much, but what if you just looked at charts, saw they were going up, and wanted to get in on some of that action? Like literally, "That chart is going up, why don't I buy some of that?" Performance-chasing, momentum investing, trend-following, whatever you want to call it, [momentum in equities persists](https://www.sciencedirect.com/science/article/abs/pii/S0927538X18303998?via%3Dihub#preview-section-references). But it actually works better with ETFs, being baskets of stocks in the same market or sector or whatever. And you named one of them, KWEB. Some others with options are ASHR, CNYA, CHIQ, ECNS, FXI, GXC, & MCHI. What I would do is plot 3 of those against each other and pick the 'best' one based on the price action. Plot 3 more, pick 1. Then the last 2, pick 1. That gives you 3 'best' of their group. Maybe plot those 3 against each other and pick the 'very' best one. Or probably better: invest in all 3. And if you think ETFs are boring, figure out the leverage that a 1-year, 80-delta Call on any of those tickers gives you. And don't wait for "an entry point," other than maybe a down day; but when you have cash, deploy it. Don't you wish now you'd just jumped into any of the tickers you named when they first came to your attention? Good luck!
Construction, gold, and manufacturing. I've got money in some gold ETFs like OUNZ and a company(GAU) that acquires gold and other minerals. Both have been doing relatively okay. The ESG fund I'm invested in(ESGC) from invesco has been doing well too. I have a China ETF(GXC) that I suspect will grow with time.
It SUCKS that we now have to invest outside US for seemingly the next 4 years, because nobody did capitalism better than them. The Euro Stoxx 50 is up 36%... since 2015. China's version of the SP500, the GXC, is up 10% since 2015. WTF are we gonna do 
I could see the US government banning investment in China ETFs directly for sure, and even banning US ETFs that have China exposure, eg, CHN, GXC. It would be one more way for Washington to put pressure on Beijing. What are the odds of such a bill passing? Idk, but I wouldn't be surprised if it did.
Im long GXC. I dont beleive the FUD being spread (mostly just in the US) about China. Also getting into FXY (long Yen). The pain in US stocks isnt going to stop until the music out of washington changes, and seeing as todays annoucemenets include selling gold reserves to buy crypto and disbanding the offices that assemble GDP data, it looks like we have soe way to go.
US SPY YTD - .1% SPDR S&P China ETF - GXC - YTD 13.5% This is why the boring professional investors say to have some non-US stocks in the portfolio. In case a mango comes along.
I own some: KWEB Kraneshares CSI China Internet ETF And GXC SPDR S&P China etf.
I've got money in GXC. Decent dividends and I'm okay with the risk level. I would suggest looking into Vietnam. Companies are moving production there to try and skirt the tariffs. Not only that, they've been picking up quite a bit of business from China itself. I have some money in VNM too. Look into that one too and see if it works for you. Never a bad idea to diversify. I know people who went all in on tech and they have not been having a good week.
Oh wait, I have soem GXC too... Good reminder
I just bought some GXC, hoping China is on the way up.
Well, I think it's dumb to trade options on leveraged funds in general. Why settle for a 3x bear fund when you could get 30x leverage by directly trading OTM puts on a 1x index, like MCHI, GXC or FXI?
IEFA for euro and GXC or FXI for China. GXC is more broad based than FXI.
Thanks. Seems like those have usually expense ratio > 0.5% vs VEU/VXUS/VWO for example are < 0.1%. I understand that each of those has a different portfolio, but why would the expense ratio would be that much higher? I'm assuming it means the products are very different but I can't tell why (yes, MCHI/GXC are only China and the ones i mentioned are more diverse, but I don't understand how it affects the expense ratio)
MCHI, GXC, ASHR, CNYA, etc. There's a list here on https://etfdb.com/index/ftse-china-50-index/
I am by no means a bull in this China shop, but GXC is finally looking like a long term buy. [shitty phone TA 🖍 ](https://imgur.com/a/Jl5aBfK)
Wow, a gambling man would be super tempted to bet on a china bottom here lol im gonna look away from this GXC chart now lol
So you believe investing in GXC would be the best choice you can make right now ?
My China positions are all green. BYD, YUMC, BABA, BIDU, CHII, GXC, PDD, DIDI, JD. Up 5-30% across the board. (Actually only 3% on GXC, because I held back on the bottom on that one, to really feed if bottom falls) Optimism is priced in right now, don’t kid yourself. The banks could go down. Very sensitive, very high risk. The market is almost always naive until it’s too late. However, China can still find its way out of things...but the energy shortage (whether engineered or not) is a huge factor on its own. I see MASSIVE downside risk still. Massive. It makes me start laughing out loud to think about. I’m 75% in now but will pull that back to 20 if key stuff goes down.
Thank god I hold $VXX calls as a hedge, also I yoloed some $GXC puts last week when all the Ariana Evergrande talk started.
You have exactly ten times my BABA! But do you have BIDU, JD, PDD, YUMC, GXC, CHII, CHIU, and BYD, as well? (Yes I know CHII is sort of janky. Only have a tiny bit because I like the idea more than the execution).
Chinese ETFs - GXC and PGJ. I believe Chinese tech has been oversold. And dont think Chinese gov will intervene much going forward.
To 2. Many Chinese stocks are from fundamentals perspective much cheaper than their American counter parts e.g. GXC top holdinge Baba v.s. Amazon, Tencent v.s. Facebook. So from that point of view it could go up by a lot and has potential for big gains. However there is a very high political risk von many perspectives. 1. The CCP has shown that they don't give a fuck about the share prices of their top companies and do not hesitate to punish them through fines and many regulations. Even the richest man of China and forma Ali Baba CEO Jack Ma disappeared for months because he criticized the CCP. 2. Chinese ADRs are a highly questionable construction where you don't really own the shares of the company. Many of the GXC top holdings are ADRs and they could basically be declared as illegal any time by the CCP. In that case every single Chinese ADR could go to 0. 3. Chinese companies have questionable accounting practices, which are not audited in a way like US companies, so the potential for fraud is bigger. 4. The US government also had no hesitation to ban US citizens to hold certain china stocks in the past. If this would be extended to bigger holdings of GXC it would almost certainly have a negative impact.
The government also won't allow Tencent to go under regardless of the CEO. Although overall I wouldn't own any Chinese stock but I would invest in an ETF that follows the market as a whole, like $GXC.
Just have the VWO ETF. And GXC for China. In Japan I have NTDOY, TM, SFTBY. There are few luxury goods maker in Europe that were on my watchlist. But I blinked and they all popped 30-40% while I wasn’t paying attention. Alas.
[gimme that juice](https://images.app.goo.gl/aevoApwBU7GXC9Lj9)
I’m in the same boat as you. I came into last year with an all-weather portfolio which did spectacularly- bonds spiked as the market tanked, then I rebalanced and saw equities skyrocket. I was nervous about continuing to hold Long term treasuries with yields below 2% and started paring back my position. That decision was cemented after reading posts from Dalit. It took a while, but by November I’d completely closed out my Treasury positions. I do continue to hold TIPS positions VTIP, LTPZ. I also own Gold, and built up exposures to select commodity producers GDX and WOOD. Because I don’t want fossil fuel exposure anywhere in my portfolio, my energy exposure comes from FAN and TAN In addition, I’m holding international exposure though VEA and VWO, along with a couple smaller bets on China GXC and CQQQ. A little less than 10% of my portfolio is still cash. That’s there to take advantage of any dips, in lieu of carrying Treasuries that are all but certain to see their yields resume climbing in the medium term.
GXC - 20% SPDR Chinese Index SPY - 18% S&P 500 IWN - 14% iShares Russell 2000 Value QPX - 13% Advisorshares Q Dynamic Growth TNA - 13% Direxion Daily Small Cap Bull 3X JD - 5% JD.com