这可能是今年年初，但我们可能已经看到中国放松其零 COVID 政策的一个关键主题。作为世界经济支柱之一，该国将致力于重振停滞不前的经济增长，投资者在掌握正确知识后有望从中受益。
Why China Reopening ETF CXSE Can Perform in 2023
以下是 WisdomTree 需要考虑的一些值得注意的观察结果，这些观察结果可能值得关注像WisdomTree 中国前国有企业基金 (CXSE)这样的中国重新开放的 ETF 。
去年秋季的中国共产党代表大会见证了中国国家主席习近平巩固权力，投资者可能对此感到担忧，但尽管出现了这些负面消息，但MSCI 中国的表现仍然优于标准普尔 500 指数。这些回报与夸大的头条新闻背道而驰，这些新闻暗示中国在一夜之间变得“无法投资”——并强调了对中国的敞口如何帮助希望摆脱估值过高的美国股票市场的投资者。
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更重要的是，西方媒体大大高估了公众反对党或政府的情绪。中国以外的一些投资者可能担心不稳定，但没有迹象表明政治驱动的不稳定会影响投资机会。
WisdomTree 的分析预计，由于需要与美国私营企业竞争，私营企业将继续在中国经济中发挥重要作用，这对 CXSE 来说可能是一个机会，特别是考虑到它的做法。
中国重新开放的 ETF 追踪 WisdomTree 中国前国有企业指数，这是一个非国有中国企业的市场加权指数。该 ETF 的运作基于这样一种理念，即私营企业的运营效率高于国营企业，重点关注能够比某些行业更好地反弹的科技和消费企业。
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CXSE 对其敞口收取 32 个基点，过去三个月的表现优于其 ETF 数据库类别平均水平和 Factset 细分市场平均水平，当时回报率为 36.4%，去年净流入增加 1.03 亿美元。
鉴于美国围绕美联储的不确定性和可能出现的经济衰退，投资者很可能会关注中国股市。对于那些希望在东亚国家寻找机会的投资者。像 CXSE 这样的中国重新开放的 ETF 是未来几周和几个月值得关注的一只