View all WisdomTree insights in the China category.
China now dominates major parts of the global EV, battery, solar and AI infrastructure supply chain, a shift many investors still underestimate. Christopher Gannatti explains why China’s rise as a private-sector innovation powerhouse may matter more for portfolios than the old state-owned economy narrative suggests.
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Chinese equities surged in 2025, but the gains varied significantly across sectors and ownership structures. Hyun Kang explains how the WisdomTree China ex-State-Owned Enterprises Fund (CXSE) approaches China exposure through a focus on non-state-owned companies, making the case for selectivity over broad exposure.
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As U.S.-China tensions deepen, Beijing is reshuffling supply chains and signaling restraint in the Middle East, all while domestic demand shows tentative signs of life. Liqian Ren explains how China’s multi-pronged strategy reveals a nation maneuvering through economic fragility and global recalibration.
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April saw a dramatic investor pivot, with tariffs triggering a flight from U.S. small caps toward hard assets and international equities. Christopher Gannatti analyzes how WisdomTree’s top and bottom ETF/ETP performers reflected this regime shift, and what may come next.
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Global trade is being redefined through structural tariffs and new alliances. Kevin Flanagan, Sam Rines and Jeff Weniger explore how investors should position for the next phase of global macro realignment.
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In developed international equities, with a tougher period for equities in 2025 value and high dividends have delivered relative outperformance. Christopher Gannatti unpacks why the early 2025 outperformance of the WisdomTree International High Dividend Fund signals a shift in investor sentiment and how sector tilts and yield dynamics set it apart from quality-focused strategies like the WisdomTree International Quality Dividend Growth Fund.
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For investors looking for valuation and mean reversion opportunities, emerging markets (EM) stands out as a clear favorite over the U.S. Matt Wagner outlines the recent rebalance of our ex-state-owned EM Indexes.
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August and September 2024 saw the Japanese yen surge and Chinese stocks rally. Christopher Gannatti explains how the WisdomTree Japan Hedged Equity Fund (DXJ) and WisdomTree China ex-State-Owned Enterprises Fund (CXSE) responded.
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On September 24, China’s capital markets regulators unveiled a series of monetary policy and market initiatives. Liqian Ren outlines key points and discusses how the markets may respond to these announcements. 
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China’s noteworthy Third Plenum focused on a short-term stimulus to meet this year’s growth target and stressed ongoing investment in manufacturing without introducing major new stimulus measures. Liqian Ren and Baoqi Zhu highlight potential opportunities in high-tech manufacturing sectors such as lithium-ion batteries. 
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Since firing the head of its securities regulator, the Chinese Securities Regulatory Commission, in February, China’s equity market has experienced a surge in price momentum. Liqian Ren dives into strategic and tactical considerations for investing in China. 
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Following the surge of Japan’s Nikkei 225, China has recently announced a series of initiatives that could partially clean up the fraud and market manipulation that tarnishes the market’s image. Jeff Weniger explores the potential impact of these reforms, dividend strategies in China and the Stock Connect program. 
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