With American policy chaotic at best now and full on retreat from Global norms and behavior including globalization, I posit the era of Americqn exceptionalism is over. International equities including China with their low PE multiples, even after 2025 exceptional performance, look very attractive.
China stock market did quite well last year. Early last year, I saw similar articles and general sentiment was avoid China. Lo and behold all the so-called experts and US sentiment was wrong, China had a great market return last year.
iShares MSCI China ETF (MCHI): ~48% 1-Year Return, ~5.7% YTD Return (as of Jan 13, 2026).
iShares China Large-Cap ETF (FXI): ~32.6% 1-Year Return (as of early Jan 2026).
Comments
With American policy chaotic at best now and full on retreat from Global norms and behavior including globalization, I posit the era of Americqn exceptionalism is over. International equities including China with their low PE multiples, even after 2025 exceptional performance, look very attractive.
Post: China Market Risk
Link to comment from January 17, 2026
China stock market did quite well last year. Early last year, I saw similar articles and general sentiment was avoid China. Lo and behold all the so-called experts and US sentiment was wrong, China had a great market return last year.
Post: China Market Risk
Link to comment from January 17, 2026