Three low-cost ETFs provide different types of exposure to Chinese equities and may be poised for success depending upon how the ongoing trade war develops.
Coal consumption reached all-time high in 2024 due to demand from India and Indonesia, offsetting reductions in advanced economies. China plays pivotal role, with imports and domestic use remaining high despite efforts to diversify energy sources. Global coal demand expected to plateau but remain at record levels.
Chinese equities surged over 35% in recent weeks due to policy stimulus. MSCI China Index doubled S&P 500 gains, driven by monetary easing and government measures. Chinese ETFs outperform global benchmarks.
