KraneShares Hang Seng TECH Index ETF

KTEC

Valor de mercado US$ 45,4 mi

China's AI race is heating up. Moonshot AI's Kimi K3 is challenging U.S. dominance, putting China tech ETFs like KTEC and KWEB back in focus.

Mainland investors were rare net sellers of Hong Kong-listed stocks overnight, a rare occurrence these days, totaling about $160 million. China YTD retail sales growth was stronger than expected.

When it comes to getting electric vehicles (EV) exposure, the most recognized name within domestic borders is certainly Tesla. However, BYD Company is a name that more investors should be familiar with, and one of the top ETFs with exposure to BYD is the Amplify Lithium & Battery Technology ETF (BATT).

Easing tensions between China and the U.S. may be supportive of markets. Still uncertainty amid plans for Trump to visit China in 2026.

Despite mounting macro headwinds at the start of the year, Chinese equities have continued to deliver positive performance. While near-term flows can provide further upside, the durability for the equity rally will hinge on policy choices ahead.

CQQQ, KWEB and KTEC have surged as China's low rates, AI push and tech giants' rally fuel investor interest in the sector.

Among APAC equity markets, Australia has a higher beta to oil prices while India, Indonesia and Thailand have lower betas. Domestic political uncertainties have been one main reason for the decoupling trend seen in Indonesia and Thailand.

International ETFs outperformed Wall Street in Q1 of 2025.

The major uptrend phase of the Hang Seng Index from January 2024 remains intact. Daily RSI momentum indicator suggested an overstretched rally where its medium-term uptrend may have reached a terminal point on 19 March.

Has the AI trade moved to China? Why Chinese chipmakers may soon change the semiconductor space.