iShares China Large-Cap ETF (FXI) - NYSEARCA
  • Dec. 28, 2012, 7:22 AM

    A rally in Shanghai rebar prices - up 8.9% in Q4, the best performance in 2 years - combines with an even bigger move in iron ore, convincing some of a renewal in the Chinese property boom. Stocks in Shanghai +1.2% last night to the highest close since early summer, and putting the market in the green for 2012.

    | Dec. 28, 2012, 7:22 AM | 5 Comments
  • Dec. 27, 2012, 5:11 PM

    China’s official economic data is notoriously suspect, so power demand is often viewed as a good proxy for what’s really happening on the ground, and Jefferies' Joseph Fong thinks China’s power usage is showing strong growth. Fong sees an 8%-10% increase this month, a 5%-6% gain for all of 2012 - impressive, considering demand rose just 3% in August - and forecasts power demand to grow 4.8% in 2013.

    | Dec. 27, 2012, 5:11 PM | 3 Comments
  • Dec. 20, 2012, 2:58 PM
    Jim O'Neill joins the swelled ranks of yen bears/Nikkei bulls, calling for the dollar to climb to ¥100-¥112 in 2013 from its current ¥84. The cheerful Goldmanite sees 25% gains not just in Tokyo, but Shanghai (soft landing a done deal), and Madrid (cheap, and crisis over). Earlier: The BOJ allows the line between the government and the central bank to be erased.
    | Dec. 20, 2012, 2:58 PM | 1 Comment
  • Dec. 14, 2012, 9:20 AM

    China opens wide the gates to its stock market, ending the $1B limit on stock ownership by overseas sovereign wealth funds and central banks. A rumor this move was coming was likely behind the 4.3% moonshot in Shanghai overnight. FXI +1.7% premarket.

    | Dec. 14, 2012, 9:20 AM | 3 Comments
  • Dec. 14, 2012, 7:13 AM

    Stock markets don't soar 4.3% on the back of middling flash PMI reports. Shanghai's moonshot overnight is likely more to do with institutional investors and state-owned firms (mostly one and the same in China) jumping all at once into a market trading at 2009 levels. With HSBC pushed aside, Ping An insurance gained 8% amid speculation it's boosting its position in equities. Financial shares (CHIX) overall gained 6.7%. FXI +1.8% premarket.

    | Dec. 14, 2012, 7:13 AM | 1 Comment
  • Dec. 10, 2012, 1:20 PM
    Emerging markets are hot, but just some of the smaller markets - Colombia (CXG), Philippines (EPHE), South Africa (EZA), Thailand (THD), Turkey (TUR) -  are seeing ETF inflows which could be described as worrying. Among the larger markets, India (MSCI India +28% YTD) and China (MSCI China +14% in last quarter) aren't seeing this sort of interest.
    | Dec. 10, 2012, 1:20 PM | 2 Comments
  • Dec. 10, 2012, 7:07 AM

    The Shanghai Composite tacks on to last week's 4.1% gain, adding 1.1% in the wake of positive domestic economic data even as export growth continues to disappoint. "The Chinese economy is now in a sweet spot and can stay in the sweet spot," says BofA's Lu Ting. "The current macro backdrop should bolster asset prices." Goldilocks?

    | Dec. 10, 2012, 7:07 AM
  • Dec. 7, 2012, 12:46 PM
    Why do investors continue to pour money into EWJ and expose themselves to currency risk when the DBJP offers the same Japanese stock exposure, but hedged against the yen? Another of Dennis Hudachek's 10 Overlooked ETFs is the INDA, tracking the same Indian index as the INP, but with lower expenses. And don't forget IAU, basically the same exposure as GLD, but at 15 bps cheaper per year.
    | Dec. 7, 2012, 12:46 PM | 5 Comments
  • Dec. 5, 2012, 7:14 AM

    Shanghai soars 2.9%, with chatter about plans for speeding up the "urbanization" process coming out of a Poiltburo meeting as good an excuse as any for the big move. Industrial firms (CHII) lead, including Sany Heavy Industry +10% and Anhui Conch Cement +4.8%. Financials shares (CHIX) had a big move after Beijing eliminates a rule limiting investment in banks by insurers.

    | Dec. 5, 2012, 7:14 AM
  • Dec. 4, 2012, 8:56 AM
    Index selection matters. The Shanghai Composite -  trade is limited to mainlanders - makes headlines for hitting multiyear lows, but Hong's Kong's China Index is up 6% YTD, suggesting foreign investors see value. Also helping in Hong Kong is the higher relative weighting of real estate companies (TAO +52% YTD). On the other hand, struggling miners make up a greater weighting in Shanghai.
    | Dec. 4, 2012, 8:56 AM | 1 Comment
  • Nov. 30, 2012, 8:55 AM

    A 3% gain in property developers helps halt a slide in Shanghai, +0.9% overnight, but -4.3% for the month. The Shanghai Composite is off 10% YTD, on track for its 3rd consecutive down year. The only positive group is the Property Index, up 11%. China Real Estate ETF: TAO +58.6%. Hong Kong ETF: EWH +23.9% YTD. There are areas of exposure to China doing very well.

    | Nov. 30, 2012, 8:55 AM
  • Nov. 29, 2012, 7:08 AM

    Chinese shares fail to join in the global rally, -0.5% and etching out another multi-year low. Leading the decline were the brokerages - already smarting from dwindling volume - now maybe being forced by regulators to significantly slash commissions. In Hong Kong, Goldman unloads its stake in red-hot Geely Automotive (GELYF.PK) at a 7.8% discount to the current price.

    | Nov. 29, 2012, 7:08 AM
  • Nov. 28, 2012, 7:29 AM
    Analysts continue to scratch their head of investor disinterest in continually falling Chinese stocks (off another 0.9% last night). An interview with Carson Block may hold the answer: "The government has really taken the side of fraud," he says, noting Beijing's response to his firm's discovery of numerous scams has been to limit access to corporate filings.
    | Nov. 28, 2012, 7:29 AM
  • Nov. 27, 2012, 8:54 AM
    "China is back," says BofA's Ting Lu, excited about a 20% jump in profits at Chinese industrial companies. Industrial profits are a leading indicator of overall non-financial earnings, he says, so expect a turn in what have recently been negative Y/Y prints. Meanwhile, shares plumb new multi-year lows. FXI -0.7% premarket.
    | Nov. 27, 2012, 8:54 AM
  • Nov. 27, 2012, 7:15 AM
    The Shanghai Composite slides 1.3% to close below 2,000 for the first time since the early days of 2009, and now off 42% from a mid-2009 peak. Volume remains anemic as well - by one measure the slowest since early 2008. Are things getting too cheap? Mainland-listed A-shares are trading at their biggest discout to their Hong Kong-listed peers since June 2011.
    | Nov. 27, 2012, 7:15 AM | 1 Comment
  • Nov. 21, 2012, 7:05 AM

    Jim Chanos once called the bubbly Chinese property market "Dubai on steroids." Well, the Chinese rumor mill is the eurozone on steroids. Chatter Beijing will slash reserve rate requirements on Nov. 25 helps the Shanghai Composite rebound from losses in the last hour of trade, and finish 1.1% higher. The Hang Seng follows along, +1.4%.

    | Nov. 21, 2012, 7:05 AM | 1 Comment
FXI Description
The iShares FTSE China 25 Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE China 25 Index.
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Country: China
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