Xtrackers Harvest CSI 300 China A-Shares ETF

ASHR

Market cap $2.31B

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.

One of the most heavily traded China ETFs, iShares MSCI China, is up nearly 40% year to date.

China's ongoing negative PPI supports a deflationary trend, benefiting global markets and providing a constructive backdrop for Xtrackers Harvest CSI 300 China A-Shares ETF. ASHR remains attractively valued with a low P/E ratio, solid long-term EPS growth, and a fair PEG, supporting my continued buy rating. Technical momentum is strong, with shares testing key resistance and a potential upside target of $35 if the uptrend persists.

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.

China's Q2 GDP beat forecasts at 5.2%, easing stimulus pressure but exposing cracks in demand and real estate. Tap ETFs like MCHI and FXI.

DWS has operated in the ETF space via its Xtrackers family of funds in the US for nearly 20 years. It has flown under the radar compared to the largest ETF issuers.

Not even a quarter into 2025 and we've been on a roller coaster of economic and market events. It's the perfect time for the Exchange conference, where advisors, issuers, and other market experts can come together and share ideas.

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

The Xtrackers Harvest CSI 300 China A-Shares ETF offers wide exposure to the largest and most liquid stocks in mainland China. Despite concerns about valuations, at least compared to H-shares, and a high expense ratio of 0.65%, ASHR provides diversified access to the Chinese A-share market. Individual foreign investors can't access the Chinese A-share market on their own, making ASHR a valuable investment vehicle.

Trump's tariffs cause short-term volatility, but long-term market impact is minimal; earnings remain the key focus for investors. The three countries in questions are Canada, China, and Mexico. This blog dives into several major companies domiciled in one of those three countries. In the long-term scheme of things the fundamentals of the companies behind these ADRs and stocks are likely to be more deterministic than any geopolitical factors.