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DRAG (Roundhill China Dragons ETF) — A Focused Bet on China’s Tech Champions from Tencent to BYD

In a previous post, I shared my thoughts after reading  “Minimum Economic Topics”  by Hong Chun-Wook. While the book paints a cautious picture of China’s economic slowdown and structural challenges, I came away believing that Chinese equities remain undervalued compared to markets like the US and India. In particular, China's major technology companies still offer compelling valuations and play a significant role in the global economy. The previous post is linked below ⬇️ Book Review : Hong Chun-Wook   China Stock Market Valuation That said, I’ve set some criteria for investing in Chinese stocks: Companies benefiting from government policy support Participation in AI and next-generation technologies Global competitiveness in their respective industries While searching for an ETF that matches these standards, I discovered the DRAG ETF, listed on the U.S. stock market. This fund provides a concentrated portfolio of a few of China’s leading tech firms , aligning pe...