KraneShares MSCI China Clean Technology Index ETF

KGRN

Market cap $54.8M

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.

It may not have been on your investment bingo card, but one of the surprising outperforming investment themes this year has been clean energy. One catalyst has been the growing electricity demands related to the rise of AI.

Tesla Inc.'s TSLA new $4.3 billion battery agreement with South Korea's LG Energy Solution is a sweeping gesture toward reshoring battery making.

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.

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

One of the top themes year-to-date has been China-focused technology ETFs. China technology stocks have surged on AI enthusiasm related to China startup DeepSeek's AI model launch.

Sentiment remains fragile in China and Hong Kong stock market even China services activities have improved in December. Weak market breadth and a persistent bearish trend of the Chinese yuan since November has added to more woes to the Hang Seng Index.