In “Why Investors Are Underweight China Equities, But Should Reconsider,” I described why China is the rising power vying to overtake the U.S. on the world stage. The article made the case for investors to consider allocating 10-15% of their equities to China. After reviewing the leading ETFs in this space, the Wisdom Tree China ex-State Owned Enterprises ETF comes out on top. CXSE has low expenses, strong exposure to China’s growth sectors, excellent risk-adjusted performance, reasonable valuation, ample liquidity, a solid asset manager, and a unique differentiating factor.
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