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by throwaway2037 8 days ago
This is incorrect. There are lots of ETFs that now directly hold China A shares. CSI 300 index is the equiv of S&P 500 in mainland China. Also, via HK Stock Exchange, you can buy China A shares via "northbound connect". A broker like Interactive Brokers supports this type of trading and the bizarre/special currency (CNH) required for it. That said, I excluded China because it is not developed and has awful transparency.
1 comments
oezi 8 days ago
And if you look at the composition of the indices and ETFs you realize that you aren't participating in the innovative China, but get typical developing country stocks and very limited exposure to innovation.

Also -10% over the last 5 years vs. +103% for the S&P500

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throwaway2037 7 days ago 

    > the innovative China
Can you give some example listed stocks that you consider (1) innovative and (2) not a member of CSI 300?
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oezi 4 days ago
Well, I mean Alibaba, Tencent, Xiaomi, PDD/Temu, Baidu, Bilibili, NIO, XPeng...

These aren't in the CSI 300 and the legal constructs of listing them via HK or other stock exchanges is unfortunately often questionable.

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throwaway2037 2 days ago
All good points. So why not just buy Hang Seng Index? Most of the growth in HSI comes from these innovative Mainland Chinese companies. You don't need to worry about CSI 300 and all of the silliness around CNH current!
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