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Brendan Aarn, Chief Investment Officer at Crane Shares, identifies domestic consumption as the primary opportunity for investors interested in the Chinese tech trade. The Chinese government has recently intensified its efforts to promote domestic consumption, making e-commerce companies particularly attractive. Aarn points out that the push for technology resilience in sectors such as artificial intelligence (AI) and semiconductors further strengthens this perspective.
According to Aarn, Crane Shares' flagship ETF, KWEB, is significantly outperforming U.S. equities. He advises that it's crucial to remember when Chinese equities began their upswing in January 2024, noting the notable outperformance relative to U.S. stocks since that time.