The PDF version of the October issue of ETFInvestor is now available for download.

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China looms larger than ever on the world stage and in investors’ portfolios. The country’s economy has grown to become the second-largest on the globe, and its influence has expanded beyond its borders. But decades of rapid economic expansion haven’t translated to commensurate gains for investors.

The Chinese stock market has evolved. In recent years, it has opened up to the outside world. The inclusion of mainland-listed China A-shares in major index providers’ mainline indexes is perhaps the most prominent example of the opening of the Chinese capital market. The Chinese stock market has also become more dynamic. Some of the world’s largest technology companies, like Tencent TCEHY and Alibaba BABA, call China home. And in 2019, the Shanghai Stock Exchange STAR Market was established as China’s equivalent to the Nasdaq: a hub for China’s most innovative firms to raise equity capital.

But as much has changed in China, much remains the same. The Chinese government continues to exert control over economic activity, as evidenced by its recent efforts to pull the plug on for-profit private tutors. The country’s reliance on debt to fuel its growth was again in focus as property developer Evergrande Group edged toward a potential default. So, while opportunities abound, so do risks—big ones.

In this month’s issue, we check in on China.

Here’s a rundown of what else you’ll find in this month’s issue:     

• This month’s adjusted Income portfolio adds an increment of foreign bond exposure.
• Spotlights on Freedom 100 Emerging Markets ETF FRDM and KraneShares CSI China Internet ETF KWEB.
• Daniel Sotiroff makes it clear that the risks facing investors in China are nothing new.
• Neal Kosciulek provides a handy primer on the Chinese bond market and spotlights the menu of ETFs that own Chinese bonds.

Best,

Ben

P.S. You can now download the Equity Watchlist and Bond Watchlist data from the ETFInvestor Web site. Starting from the home page, simply click on the Equity or Bond Watchlist tab, scroll down to the bottom, and click on the “Download Data” button in the bottom right-hand corner. We hope you enjoy playing with the data as much as we do!