In the second half of 2025, interest in China assets has been heating up rapidly. Southbound capital inflows hit new records for consecutive days, while turnover in ETFs like the Hang Seng China Enterprises Index (HSCEI) ETF and the Hang Seng Tech ETF repeatedly set fresh highs. The Hong Kong market, once sluggish, has re-emerged on the “must-have” list for global capital. At the same time, the renminbi has stabilized after a wave of depreciation expectations, helping to restore investor confidence in cross-border allocation.From a valuation perspective, both A-shares and Hong Kong stocks are trading at historical lows. The CSI 300’s PE ratio is around 12x, the Hang Seng Index’s PB ratio has even slipped below 1x, while in contrast, the S&P 500’s PE is as high as 29x and PB above 3x. T
ETFs Outnumber Stocks in US! What’s Your Goal for Holding ETF??
ETFs are becoming a go-to tool for investors around the world. US ETF market has reached a striking milestone. According to Bloomberg citing Morningstar, there are now 4,370 ETFs listed across U.S. exchanges—that’s more than the 4,172 individual stocks available. With nearly $12 trillion AUM, ETFs have become a powerhouse industry. But more choice doesn’t always mean easier decisions. -------- What ETFs are in your portfolio? Do ETFs outnumber stocks in your portfolio? What features do you look at when picking ETFs or stocks? Do you feel overloaded with too many choices?
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