KraneShares MSCI All China Health Care Index ETF

KURE

Market cap $102M

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.

Getting emerging market exposure is a viable option in the current market environment. That's especially so given the global de-dollarization and prospect of further rate cuts by the Federal Reserve.

Looking for a reason to consider adding exposure to the China healthcare sector to your portfolio? Now may actually be a very good time to do so.

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.

When it comes to creating a well-diversified portfolio, healthcare stocks have traditionally offered a variety of benefits.  As an innovative sector, healthcare companies offer the potential to build long-term portfolio growth.

With markets see-sawing up and down on a daily (or even minute-by-minute) basis on hints of global tariffs updates, there's an opportunity to time an investment to win short-term gains.

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An escalating trade war with China elevates a number of risk factors, but also creates pockets of overlooked opportunity for those with the appetite. Advisors and investors looking for contrarian opportunities in 2025 need look no further than China's healthcare sector and the KraneShares MSCI China All Shares Healthcare 10/40 Index ETF (KURE).

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.

China's stimulus plan head lead to big fund flows in ETFs. The trend towards private asset ETFs continues to gain steam.