lojoolodo

With valuations for Chinese tech stocks still appearing attractive, I explored three ETFs that take different strategic approaches to China's growth potential. Previously, I introduced the U.S.-listed DRAG ETF, and recently, Mirae Asset’s TIGER China Tech Top10 and Samsung Asset Management’s KODEX China Tech Top10 were listed on the Korean exchange. All three focus on concentrated portfolios of selected large-cap Chinese tech stocks—but their investment strategies differ significantly , and that’s what I want to highlight. The previous post is linked below ⬇️ China Stock Market Valuation   DRAG ETF : China Tech Leader ETF 1️⃣ Roundhill China Dragons ETF (DRAG) U.S.-listed | Focused investment in select Chinese tech giants AUM : $30.06M (₩41.3B approx., as of June 19, 2025) NAV : $25.01 Volume : 2,293 shares (as of June 12, 2025) Expense Ratio : 0.59% No. of Holdings : 6 Strategy : Active Top Holdings : Tencent, Alibaba, Xiaomi, BYD, Pinduoduo, Meituan 🔎 Key Features ...

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...