KWEB

No_Implement_5807

Loaded up on KWEB calls, hope it prints

Impossible-Road-558

Yes, KWEB seems to be the best. Take a look at BABA. It is the Amazon of China. It has a worldwide cloud business. Of course, China is risky, I would recommend harvesting some of your profits, if you have some.

GringottsWizardBank

KWEB is great. Even with the run that some of the names have had they are still at bargain prices. Sentiment is already changing and as it continues this should see some good appreciation.

the_pwnererXx

I think KWEB is a safe way to get tech exposure - chart looks great too

Wiscoguy1982

BABA and KWEB are just a solid play.

dimethylhyperspace

Probably going to buy calls on BABA/FXI/KWEB for the 🥭/Xi meeting on Thursday. They're probably gonna reach a deal to lower tarriffs and hopefully it won't be a sell the news situation

IshiharaSatomiLover

Look at the 5 year chart of KWEB, lol

Accomplished_Owl1338

In case of Thailand it is not just the country instability or politics, but the corruption. I saw that your wife is Thai so I'll give you an example: she can easily hire a lawyer and bribe a few officials and transfer all your assets in the country to her, leaving you destitute. I am not saying that she will, but she EASILY can, and that is a HUGE risk. I am not in a position to advise you, but I would look for places where you can keep your assets without having to worry if they are going to be confiscated or stolen. With a 5M net worth I would split it across a few different locations at least. Again, places like Singapore, Hong Kong, UAE, Cayman Islands, etc. You can then open a brokerage account or invest directly with your local bank in US stocks and ETFs. Those ETFs can help you split your risk across different regions (ie KWEB for China), but again, that requires a level of knowledge you admit not having. Another important point is that you seem fixated on the 10% average return, but that is not what any advisor would recommend you withdraw every year. If you have 700k for retirement you should not be withdrawing more than 4% a year (possibly no more than 2.5% which means 1.4k a month - not a lot of money, even for Thailand) because your 700k will be losing its purchase power to inflation over the years and in a decade or so you would have the equivalent to 500k in today's money if you are withdrawing all the profit from the investments (those 10%). That's why you want to invest in something that will return at least your yearly withdrawals + inflation (eg 2.5% + 3%).

sharpetwo

Let's not mix things here; IF you have a bull thesis on KWEB, spot vol correlation will help (somewhat you still fighting the vrp potentially and therefore the cost of carry). Spot vol is not a trend detector.

Playful-Emu8757

so strange! I bought KWEB a while back and its down. But i bought shares so i guess i could pivot to options

sharpetwo

You need volatility to expand as the asset goes up, otherwise you’re just long direction with nothing to show for the swings. For a lot of tech names right now (TSLA, INTC, OKTA), spot and vol are positively correlated. You also have chinese stocks right now but for more structural reasons and the type of products that are extremely popular over there. So if you think something like KWEB (tech chinese companies etf) is good value, it aligns nicely with what you are trying to do. Good luck.

pineapplekiwipen

I bought KWEB last monday so I could be double fucked by the tariff announcements

LargeSinkholesInNYC

KWEB is a buy at $32.

FuckleUp

KWEB 40c looks juicy

FuckleUp

KWEB about to 💩

dweeegs

KWEB

IllBuyYourCar

Am I ber if I got KWEB calls?

FuckleUp

Only need KWEB to drop a quick 10% Monday.

savedpt

There were many stocks that got hit thet should not have gotten hit. It it tanks again Monday morning I will be putting money to work. The way I look at it this is Trumps way of beginning a negotiation. He always goes extreme then comes to a more moderate position. XI will basically ignore him because he holds the cards, rare earths. The US is about 12% of China's exports. They have already made provisions to supply their AI ambitions with their own chips. Bidu, Baba and KWEB all got hit had Friday. If it happens again, buy, buy, buy.

29InchWaistOrStarve

Looking at going long KWEB or FXI on Wednesday or Thursday next week if we start to bottom. I imagine Tuesday is going to be pretty bad

29InchWaistOrStarve

I’d say wait and see if this correction continues to spill over into Tuesday and Wednesday (probably will) after that long to go long KWEB or FXI.

Cheapdronewithboom

Absolutely. 🥭 Has shot my IRA through the roof. CQQQ, KWEB, basically any China ETF has been printing for me as they become the new superpower

kanduking

Now I just need to see that dingus Kyle Bass on TV to confirm KWEB bottom

shasta747

KWEB -6.4% lmao, epic!

dweeegs

KWEB was having a nice breakout over the last couple months RIP

Moirailogist

Wow I don’t know I will get a different tax document for ARLP or XFIR. So far I am only holding some options on ARLP since the implied volatility is low. I don’t want to report tax to more states. Natural gas seems to be a more complicated topic, but I bet some on EQT, EXE and CNX calls. Comparatively, coal industry is much smaller and I feel it can have an outsized gain. Right now I am 1/3 in KWEB/BABA, 1/3 in energy, and 1/3 in all kinds of speculatively Trump mining stocks. Lol

TheInkDon1

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!

Only_Pilot_284

I’m watching a few Chinese stocks too, especially BABA and 0700. I mostly track them through moomoo, since it gives access to HK and CN markets directly from one platform, which makes it a lot easier to monitor. They also have pretty detailed financials and live news updates, so it’s helpful for keeping up with all the macro noise around these names. If you’re new, might be worth starting with ETFs like KWEB or CQQQ just to spread the risk a bit.

dweeegs

KWEB

WillyLoman1980

Great lessons learned from your Chinese stock experience. Your strategy of using US tech stocks with Chinese market exposure (QCOM, Apple) is smart risk management. ETFs like KWEB and FXI are definitely safer than individual stock picks. The 30% trailing stop loss is a solid risk control technique. Sounds like you've turned a tough loss into valuable investing wisdom.

Qrewpt

I bought the KWEB China Tech ETF a while ago as a contrarian bet. The Chinese stocks within the index were being valued 25-50% that of their US counterparts. The index itself would have needed to 3.5x to reach its previous peak. So the fact that there is some tension between the US and China does introduce some risk for the overall stock market, and for Chinese listings in the US, for example the US gov has threatened to delist Chinese ADRs. KWEB does also have the benefit of holding most of their shares directly, rather than holding ADRs. I watched KWEB to continue to decline in value for a while after I bought it, typical, then more recently China has announced several programs to try to stimulate local markets and consumption. Since then Chinese stocks have done really well and they seem to have caught some momentum, as long as geopolitics stays out of the way there seems to be plenty of room still for them to continue to run. So far this very has worked well, but sometimes they don't, so just make sure to diversify. Holding 6-15 buckets within your portfolio, depending on your tolerance and composition of each bucket. The more uncorrelated the bucket the better. Diversifying above 15 has diminishing returns. You may want to be more concentrated owning index funds where the holdings are already diversified...however Indexes can become overvalued too, like the S&P500, risking negative or low expected forward returns for a very long time.

InquisitorCOC

At this juncture, some exposures to Chinese stocks are needed I personally would stick to ETFs such as $ASHR (Shanghai Index) and $FXI (Chinese stocks traded in HK). $KWEB is ok too, but only focuses on one sector For individual stocks, Tencent is absolutely my top pick. Xiaomi's (1810) CEO Lei Jun is very impressive, but the market knows that and the stock is very expensive

dweeegs

KWEB

dweeegs

KWEB

dweeegs

I’m posting about KWEB every night till u regards finally take the plunge

Ancient-Stock-3261

Yeah, Chinese names can be a real minefield — the CCP risk premium is no joke. Safer way to get that exposure is exactly what you said: U.S. tech with China revenue streams or broad ETFs like KWEB/FXI. I’ve seen too many folks blow up going heavy on single tickers like BABA, risk mgmt > stock picking every time.

cinJESUS

KWEB 🔥 chinese equities are doing insane this year

r2002

> ADRs are delisted or Chinese stocks are banned from U.S. stock exchanges Check out $KWEB.

dweeegs

KWEB u bitch go back uppies 😡

IllBuyYourCar

Anyone long KWEB? I saw someone mention it this morning and forgot to buy leaps. Seems like a no brainer tbh

leomeng

They are still sweeping China stocks. KWEB big buys

dweeegs

KWEB

dweeegs

KWEB

dweeegs

KWEB

dweeegs

Is it finally time for KWEB to break out

TheInkDon1

I'll add on to u/Krammsy's reply and say Yes also. But what is a "PMCC farm"? And it sounds like you may have too many positions on. I know that it's preached to us that we diversify ("diversify away the risk"), but at some point your return will just be that of SPY or whatever. To get excess return, I think you need to focus on the best-in-class investments. For me, that means 10 stocks, or 5 ETFs, as I laid out above. It sounds like you're thinking properly about non-correlation, but I'm not sure that doing it to an extreme is worth the extra effort. Here's how I do it, in case this helps: Running the same ETF screen as I did above, "has options," "500k volume", "sorted by 3-month performance," then just looking at charts, I start picking tickers like this: XME, SIL, --whoops-- "Isn't XME heavy in precious metals? It is, but keep it for now...GX "Silver Miners"... GDX "Gold Miners" ... SVXY "I don't like playing the VIX" ... MAGS, ASHR, KWEB ... "Whoops, there's another China." Like that, at a macro level, I certainly don't dig into their holdings. And to your last question: Yes. About 30 - 45 minutes each evening is what I spend across 3 accounts with 24 positions, though some are duplicates of each other. Mainly the 'tending' is setting up new CCs for tomorrow because the ones I had on came off with their GTC BTC orders. And then checking that the underlyings are behaving and that my long Calls haven't lost too much. It sounds to me like you're very much on the right track, but maybe back off on the analytics a bit. It really can be as simple as setting up those GTC BTC orders and selling new short Calls. And cutting the occasional position and screening for a new one. And the "screening" part, if it's mid-week, is usually just plowing freed-up cash into the best-performing instrument in that account. On the weekends I'll spend more time screening for new things and thinking strategically. Best of luck to you!

dweeegs

KWEB

dweeegs

KWEB

dweeegs

KWEB go back up pls

dweeegs

KWEB

dweeegs

KWEB's about to fucking explode again I can feel it

TheInkDon1

I like your thesis on Chinese tech, and KWEB is a great way to play it. Have you calculated the ROR on the play? The numbers have changed slightly here AH Wednesday, but using what you posted: 1.41 / 38 = 3.7% That's over 50 trading days from tomorrow, so converting that to monthly you get about 2.2%. Solid for an ETF. And if you have a margin acct, then maybe multiply that by 5 (because your Buying Power won't be reduced 1:1, but usually 5:1), and NOW you're talking about something! 11% per month. Why 51DTE? Aren't we supposed to sell options at 30-45DTE? Moving in to 30DTE, the 26Sep37C here AH is selling for 0.90. That equates to about 2.4% per month. 12% with margin. A tiny bit higher, but worth the effort of selling Monthlies I think. Do you ever do PMCCs? I'd buy the 506DTE Jan '27 27C at 80-delta for 12.90. Then sell the same 30DTE 37C as above for 0.90. The ROI on that trade is 6.9% per month. Not as good as the CSP with margin, but if you don't have margin, then it's 3x better. Just something else to think about. Thanks for bringing up Chinese tech!

dweeegs

I’m more interested in the fact that there’s so much options activity across the last week of September for all China names. It’s the same for BABA, JD, KWEB etc. wonder if the diminimus rule is getting upped or if there’s going to be more stimulus announced in September

dweeegs

KWEB

Lost-Cabinet4843

Now that I"m done shit posting for the weekend and have been analyzing my portfolio, just wanted to mention how the mag 7 has been dropping and may have some room to drop yet. No horror show, just a pullback. Maybe more? Who knows? Ive been in a re position of TLT and im fairly bullish on that for the short term. As with other quiet areas of the market, pipelines, a REIT, and even treasuries. My position in gold mining has REALLY paid off and it's swinging up yet again and I do need to take some profits after this swing up. I find this a little unusual for this time of year, but honestly the diggers have not kept up with the gold price to date. When the season for buying gold starts I will reposition in there, if it breaks out. Diamond says 4k by the end of the year. There is a case for it. Bullish on KWEB, more than FXI, natural gas this is where you buy the stocks and I am still back to bullish on the USD. Also some infrastructure plays in Canada. I can't mention enough how the rotation into health care and other stocks has taken place over the last few weeks. Good catch for those that took some profits and are riding those sectors up. SUPER FREAK... IM A SUPER FREAK BABAY.... do do do do...

dweeegs

KWEB

dweeegs

KWEB

dweeegs

KWEB

Pepeshpe

Since you seem to have an interest in chinese high-tech, KWEB may interest you. MCHI is my personal choice.

dweeegs

KWEB

Tay_Tay86

KWEB making me rich

dweeegs

KWEB

Dull_Wrongdoer_3017

KWEB, adding on dips, tests @$30-32. More on Fed cuts, China CPI >\~2.5%

Dull_Wrongdoer_3017

KWEB, adding on dips, tests @$30-32. More on Fed cuts, China CPI >\~2.5%

r2002

I would replace BYD and Xiaomi with $KWEB. Would also add a little Sofi, Hood, UNH, Nvidia, AMD, and Cisco.

dweeegs

KWEB

dweeegs

KWEB come on lil buddy get a move on

dweeegs

KWEB

dweeegs

I have a love/hate relationship with gyna stonks Mostly hate But I do have a bunch of KWEB calls cause shit looks like it's finally going to break out

dweeegs

KWEB

dweeegs

KWEB and Gyna! stonks have been a sleeper the last week or so

GrouchyFroot

has been. KWEB chart is the juiciest looking one in the entire market

dweeegs

Where my KWEB hoes at

Such_Region2724

the KWEB chart shows the gyna stocks aren’t following this bubble like they did the last one. I think that’s a good thing, silly not to hedge with some.

Prudent-Corgi3793

The only thing you can reliably control with an ETF is the expense ratio. For a passive ETF, more than 4 bps in the US, 5 bps for developed ex-US, and 7 bps for emerging is way too much. For an active ETF, if you had reason to believe that the fund manager could reliably provide outperformance. For instance, I'll pay up to 35 bps for Avantis/Dimensional products. That's a reasonable cost for managing thousands of stocks, often in emerging markets, providing multifactor tilts and considering tax-efficient investments. KWEB does neither. I'm getting a bunch of crap I don't want along with a handful of stocks I do want. There's no methodology to their madness, and with only 28 stocks, there's no reason I couldn't do this myself even if I wanted the other stocks. I do get the ability to have my stocks denominated in HKD, but that's neither an advantage nor a disadvantage, and in any case, it's been pegged to the USD for decades now. Finally, not only do most active managers underperform the index they track, but KraneShares's KWEB is [one of the absolute worst](https://www.investopedia.com/worst-performing-funds-11707771), trailing only SQQQ, UVXY, and ARKK over the last decade. Basically, a triple-levered short Nasdaq-100 ETF in the middle of a huge bull run (with an outrageous ER), a daily leveraged inverse volatility index never designed to be held long-term (with an outrageous ER), and an the flagship ETF from Crashy Woods (with an outrageous ER).

dweeegs

I went all in on KWEB calls. There were giant call buys today across Chinese names. KWEB and JD alone had almost half a million calls bought just for those two stocks and BABA caught a good chunk too I have a feeling international is going to run again like it was doing before

dweeegs

Bought a good amount of KWEB calls today after selling off my DIS Idk why but I feel like China names are gonna blow soon

r2002

My big bets from least to most speculative: * Amazon * Google * CRM, Crowdstrike, PLTR, Microsoft * TEM * IGV (tech software ETF) * KWEB (China internet ETF holding XHKG shares)

Ill_Cancel4937

Clov $3.50 8/1 KWEB $38 8/15 Since apparently you’re just doing what anyone says. Was thinking about making your trade it just felt wayyyy too obvious and no way mr market was going to let it work.

AntoniaFauci

Why not just do KWEB?

GrouchyFroot

probably low liquidity robinhood AH spread, KWEB didn't do it

Choice-Importance670

Every time I bought the breakout on KWEB, I ended up crying in the shower. Fool me 5 times, shame on me.

joninco

The wild thing will be if China starts being seen as a rational actor compared to the US. It could cause the inflows needed to get KWEB goin.

EmbarrassedBoomerPC

Went to 70% cash, bought DAX and EUAD after the Zelensky meeting in the white house. Also bought some KWEB in Late January. Bought some SPY at 550. Now 60% cash and I Still feeling good about that positioning. The Orange Turd isnt done yet. I believe this is still an unstable investing environment.

whyshw

AAPL, BABA, KWEB, and TSLA have not been participating in this rally as much as other major stocks. Maybe there’s a connection there somewhere

ChineseTuna420420

TSLA fell of my technical buy list this week. MCD, KO, JNJ… as well as the European stock ETF (IEUR) and China ETF (KWEB) all performing poorly this week. Also noted the short US treasury ETF hit a technical sell today indicating rates will drop (could indicate the market is anticipating recessionary pressure). GOOGL fell off my buy list as well as RSP (equal weight S&P etf) and DIA (Dow industrials ETF). This was the second week in a row where my approved buy list has decreased in number. Several things JUST made the cut… the general picture I’m seeing is some weakness setting into the market. It was not a good week. More pain this next week… no short term expiration calls… cash or puts are the play. Good luck!

raaaargh_stompy

Reddit probably isn't the best place for this question. China has a very different relationship with aggregate stock market than the US. Hell, the US is pretty unique in the world that the government's relationship to businesses, especially the large ones that make up the stock market, is so front and center in society. Americans invest in a way that most other nations historically don't, though it's growing. All this to say it feels strange to American ears but the Chinese government doesn't really care if the market goes up or down, they've got bigger fish to fry - they may introduce stimulus one year to accelerate business growth and then initiate regulation or fiscal tightening to control currency effects or inflation with less regard for impact on markets. That said Chinese tech index, though volatile I think is undervalued. It has huge potential to the upside of we think they're likely to compete in the West with service economy even 10% (which seems believable given the work they are doing to establish present across Indian, Africa etc) they're well undervalued. KWEB / CQQQ etc is where I've put about 5% of my portfolio

VotedOut

I know everyone here is a 5-year-old kid who likes to gloat and make fun of bears right now. But this news makes me even more bearish on clownishly overvalued (regardless of tariffs) corruption assets like crypto, DJT, PLTR, and especially TSLA (time to sell TSLA off to buy other stuff). >The order halts Trump’s 30% tariffs on China, his 25% tariffs on some goods imported from Mexico and Canada, and the 10% universal tariffs on most goods coming into the United States. **It does not, however, affect the 25% tariffs on autos, auto parts**, steel or aluminum, which were subject to Section 232 of the Trade Expansion Act – a different law than the one Trump cited for his broader trade actions. [https://www.cnn.com/2025/05/28/business/us-court-blocks-trumps-tariffs](https://www.cnn.com/2025/05/28/business/us-court-blocks-trumps-tariffs) I'm bullish on KWEB and Chinese indices though.

backcountryJ

Balls deep in KWEB BABA and PDD calls some XPEV too today seems fishy, think we’re about to rip

Corpulos

UAE is up 2.5% after hours but no notable change in KWEB.

backcountryJ

Held TSLA, BABA, KWEB, PDD, IBIT, RGTI, and OKLO call/ GOLD/B puts It’s a good day after a risky weekend

barkinginthestreet

If i thought that was going to happen, I'd go long KWEB. Or maybe do go long GM/short Ford. I don't think it is gonna happen though without the market puking first, so sticking with my plan. 

wetkarma

FXI - Large cap china index YINN - 3x FXI KWEB - Tech China Avoiding the NYSE? Get an interactive brokerage account and buy chinese stocks from the HK Exchange.

Unlucky-Prize

Or ASHR for mainland KWEB is China tech

Kooky-Natural1480

why not NYSE? I have laddered buys set up for CQQQ and KWEB. (China)

dimethylhyperspace

Just waiting for the China stimmy. Open interest on KWEB calls blew up this week. Gonna buy some on any dip

ThinkingOfTheOldDays

FXI and KWEB are going to bodyslam SPY / QQQ this year, imo.

PapaCharlie9

Depends on what "decent" means, but no. There's only terrible and worse. Or, you have to make a basket yourself with individual country fund options. Like China ETFs KWEB and FXI have active option markets.

AffectionateMaize523

They have an ETF indirectly linked to Huawei KWEB

Fickle-Experience526

Until I see evidence I’m sticking to the bear thesis.  If a deal is actually done I’m full-porting FXI and KWEB.