How Trump Can Be Better for China ETFs Than Biden

KraneShares’ CIO shares his thoughts on the future of China ETFs.

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China ETFs have tumbled in recent sessions as the likelihood of a Trump presidency has risen (based on polls and prediction markets).

It's a counterintuitive view, but a Trump administration may actually be better for China and by extension, China ETFs, than a Biden administration.

In this episode of Exchange Traded Fridays, etf.com Senior Analyst Sumit Roy and etf.com Wealth Management Editor Jeff Benjamin sit down with Brenden Ahern, Chief Investment Officer at KraneShares, to discuss the impact on China ETFs from not only politics, but demographics and technology as well.

For example, former president Donald Trump has been vocal about his “tough on China” policies, which include raising tariffs on Chinese imports to as high as 100%. 

But according to Ahern, this is all talk, and other factors need to be considered. 

 

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