Aug. 17 at 7:15 PM
$BABA $JD $BIDU $KWEB $MCHI
This is interesting.
I personally don’t have much exposure any more, but I do hold a small position in WIMI, KWEB and I have my wife holding some MCHI.
KWEB: As of April 10, 2025, 67% of KWEB's portfolio consisted of Hong Kong listings. However, 33% of its holdings were in US listings (ADRs), with about half of those lacking a corresponding Hong Kong listing. This makes KWEB more vulnerable to a forced delisting scenario as it would need to adjust its holdings significantly.
MCHI: In contrast, MCHI has already proactively shifted its weighting towards Hong Kong shares, reducing its exposure to US-listed ADRs thanks to changes in primary ticker designations by index providers like MSCI
Keep this in mind. REALLY.
https://www.hedgeweek.com/bridgewater-dumps-all-us-listed-china-stocks-amid-ongoing-trade-tensions/#:~:text=Bridgewater%20Associates%20fully%20exited%20its,Like%20this%20article?
