According to Alice Shen, Portfolio Manager, Vaneck, during global geopolitical conflict, countries that rely heavily on imported energy can be particularly exposed. 

This is due to rising oil prices trickling through to inflation and production, and negatively impacting economic growth expectations.

However, China's onshore equity market has shown relative resilience. 

During the recent oil price spike following tensions in the Middle East, the CSI 300 Index, the benchmark for China's A-share market, experienced comparatively modest moves relative to many global equity markets.

She said there are two structural factors that may help explain this resilience.

Energy strategy

According to the report, China has spent years pursuing a more diversified energy strategy. This may be helping cushion the impact of oil market shocks. 

VanEck said strategic oil reserves have been steadily built up since last year. This has helped reduce the immediate sensitivity of the economy to supply disruptions.

While coal remains the dominant source of energy, China has also been increasing its renewable energy capacity for many years.

According to the International Energy Agency, IEA, China accounted for roughly 40% of global renewable capacity expansion between 2019 and 2024. Enhance competitiveness of both solar and onshore wind energy generation, combined with improvements in energy storage and system integration, is gradually broadening the country's energy base.

Diversification and defence potential

VanEck also noted that while China A-shares are not traditionally viewed as a defensive asset class, recent market behaviour has highlighted how domestic policy drivers and structural economic trends can sometimes decouple the market from global macro shocks.

The report also highlighted that at the country's latest Two Sessions meeting, it pointed towards moderate and "quality growth." This is set to be driven by domestic demand, technological self-reliance, and structural transformation rather than aggressive stimulus. 

How to gain exposure with ASX ETFs

For investors optimistic on the long-term prospects of Chinese equities, there are plenty of ASX ETFs to consider. 

Three notable options include: 

• VanEck China New Economy ETF (ASX: CNEW) – Invests in 120 fundamentally sound and attractively valued companies with growth prospects in China's New Economy, targeting technology, healthcare, and consumer staples and consumer discretionary sectors.
• VanEck Ftse China A50 ETF (ASX: CETF) – Invests in a diversified portfolio comprising the 50 largest companies in the mainland (A-shares) Chinese market
• iShares International Equity ETFs – iShares China Large-Cap ETF (ASX: IZZ). 

Other ASX ETFs with Chinese exposure include: 

• Betashares Capital Ltd – Asia Technology Tigers Etf (ASX: ASIA) – Targets the 50 largest technology and online retail stocks in Asia (ex-Japan).
• VanEck Msci Multifactor Emerging Markets Equity ETF (ASX: EMKT) – Invests in a diversified portfolio of emerging market companies with value, low size, momentum and quality characteristics. Approximately 25% of the fund is currently allocated to China.

The post The unexpected global market showing resilience – 3 ASX ETFs to target appeared first on The Motley Fool Australia.

China's economy remains the world's second largest. And despite a choppy few years, it continues to grow at a pace that outstrips most developed markets. Policymakers are targeting consumption, advanced manufacturing, renewable energy and technology as the next engines of expansion.

For ASX investors wanting exposure to China without picking individual stocks, these three low-cost ASX ETFs offer a simple entry point.

iShares China Large-Cap ETF (ASX: IZZ)

This fund tracks the FTSE China 50 Index and provides exposure to 50 of the largest Chinese companies. Most of them are listed in Hong Kong.

Major holdings typically include Tencent Holdings Ltd (HKEX: 700), Alibaba Group Holding Ltd (HKEX: 9988) and China Construction Bank Corp. (SSE: 601939). These are dominant players in technology, e-commerce, financial services and consumer platforms.

The strength of IZZ lies in its focus on established giants that sit at the heart of China's corporate landscape. Investors gain diversified exposure to market leaders with strong balance sheets and deep competitive advantages.

The flip side is concentration risk. Large technology and financial stocks can dominate returns, and regulatory crackdowns or geopolitical tensions can hit these names hard. Reporting standards and government influence also remain ongoing risks.

VanEck China New Economy ETF (ASX: CNEW)

This ASX ETF targets companies positioned to benefit from China's shift toward innovation, healthcare, consumer brands and advanced technology.

Instead of old-economy state-owned banks and energy firms, investors gain access to areas such as biotech, electric vehicles, online services and premium consumer goods.

Holdings have included companies like BYD Company Ltd (SZSE: 002594), Contemporary Amperex Technology Co. (HKEX: 3750) and healthcare and technology innovators.

The key appeal of this ASX ETF is its alignment with structural growth themes. As China's middle class expands and domestic consumption rises, these sectors could outpace traditional industries.

However, growth stocks can be volatile. Earnings expectations are often high, and policy changes affecting data security, gaming, education or healthcare can quickly dent valuations.

VanEck FTSE China A50 ETF (ASX: CETF)

A third fund worth a look is the VanEck FTSE China A50 ETF. This ASX ETF tracks the FTSE China A50 Index and invests in 50 of the largest companies listed on mainland exchanges in Shanghai and Shenzhen.

That means direct exposure to so-called A-shares. Top holdings commonly include Kweichow Moutai Co. Ltd (SSE: 600519), China Merchants Bank Co. Ltd (HKEX: 3968) and leading industrial or renewable energy names.

The advantage of CETF is its closer link to China's domestic economy. A-shares often capture companies more focused on internal demand rather than offshore listings. This can provide diversification relative to Hong Kong-listed giants.

The risk, however, lies in sensitivity to domestic policy settings and liquidity conditions. Mainland markets can be more volatile, and foreign investor access rules can evolve over time.

Foolish Takeaway

All these ASX ETFs give investors the opportunity to enter China's long-term growth story. Yet investors must factor in currency movements, regulatory shifts and geopolitical tensions before diving in.

For those comfortable with the risks, adding measured China exposure through an ASX-listed ETF could offer meaningful diversification and growth potential over the long haul.

The post 3 ASX ETFs to target China's long-term growth appeared first on The Motley Fool Australia.

As the results below show, geographical diversification can pay off handsomely.

ASX exchange-traded funds (ETFs) have made it easier for Aussie investors to put money into overseas stocks via our local exchange.

If you're considering investing outside the ASX, start your research here.

Top global broker UBS has revealed its 2026 forecast for three key markets outside the ASX: US, China, and Europe.

Here's what UBS had to say, plus some examples of ASX ETFs that track these markets and how they performed in 2025.

US stocks

The S&P 500 Index (SP: .INX) rose by 16.39% in 2025 and has risen 82.25% over the past five years.

This compares to a 6.8% lift for the S&P/ASX 200 Index (ASX: XJO) last year and a 32.3% increase over five years.

In a recent article, UBS said:

US equities have room to rally further. We expect the S&P 500 to reach 7,300 by June next year and 7,700 by the end of 2026, driven by strong estimated earnings growth of 10% and looser Fed policy.

In addition to the transformative force of AI, we believe the structural trends of electrification and longevity will also drive equity performance for the long term.

Tactically, we believe AI beneficiaries are broadening out both within and beyond tech, and we see opportunities in companies facilitating grid modernization and supply critical raw materials.

In the longevity field, we expect strong growth in the obesity, oncology, and medical device markets.

Example ASX ETF tracking the US stock market: iShares S&P 500 AUD ETF (ASX: IVV)

The IVV ASX seeks to mirror the performance of the S&P 500 after fees, and rose 8.24% in 2025.

China stocks

The SSE Composite Index increased by 18.41% in 2025 and is currently 14.27% higher than where it was five years ago.

SSE stands for Shanghai Stock Exchange. This index is considered the benchmark for mainland China shares.

UBS comments:

China remains Attractive, and we view the correction in tech as an opportunity to add exposure. China's tech shares have fallen sharply over the past two and a half months, with the Hang Seng TECH index down over 19% since its early October high.

But we expect the sector to recover over time, maintaining our preference on the broader Chinese market as well as its tech sector. In fact, we see reasons to buy the dip in Chinese tech stocks, which remain our highest conviction stock idea across global markets.

With Beijing doubling down on self-sufficiency, ramping up chip manufacturing capabilities, and subsidizing data centers, we expect capex from major tech companies to grow 26% in 2026.

In addition, Chinese internet giants have demonstrated their ability to integrate AI into profitable business models, while domestic liquidity remains a key pillar of support for China's equity market.

Chinese tech stock valuations are also attractive, and we expect the sector to deliver earnings growth of over 25% per annum over the next two years.

Example ASX ETF tracking the China stock market: VanEck FTSE China A50 ETF (ASX: CETF).

Rising 10.4% in 2025, CETF tracks the FTSE China A50 Index, representing the 50 largest China equities.

There is no ASX ETF tracking the SSE Composite.

European stocks

The MSCI Europe Index lifted 31.95% in 2025 and has gained 43.61% over the past five years.

MSCI Europe covers approximately 85% of stocks listed across Europe's developed markets.

UBS says:

European equities should benefit from a recovery in growth. Eurozone industrial production in October rose at the fastest pace in five months, and the December flash PMI rounded off the region's best quarterly performance in two and a half years.

We anticipate that positive macroeconomic momentum in the Eurozone will persist, and we expect corporate profit growth to pick up to 7% in 2026 and 18% in 2027.

Germany's increased defense and infrastructure spending should boost investment, while improved banking sector health would support business lending.

Europe is also home to some firms that are driving structural trends … Within the region, we particularly like banks, utilities, industrials, technology, and Germany.

Example ASX ETF tracking the European stock market: Vanguard FTSE Europe Shares ETF (ASX: VEQ).

Up 22.4% in 2025, VEQ ETF tracks the FTSE Developed Europe All Cap Index (net dividends reinvested) in Australian dollars, before fees.

There is no ASX ETF tracking the MSCI Europe Index.

The post Keen to invest outside the ASX? UBS reveals 2026 forecast for US, China, and Euro stocks appeared first on The Motley Fool Australia.

But there might be another market set to benefit long term. 

Alice Shen, Portfolio Manager at VanEck said in a recent report that Nvidia Inc (NASDAQ: NVDA) posted gravity-defying earnings in its most recent October quarter. 

This came as the AI economy increasingly looped back on itself and the major players invested in each other's technologies.

Ms Shen said giants like OpenAI and Oracle Corp (NYSE: ORCL) are locking in the chip supply needed to scale their models. This means demand for Nvidia hardware could soar even more.

How does China fit into the AI puzzle?

AI euphoria isn't limited to the US. 

The Chinese market has also been focussed on homegrown AI technology and chipmaking. 

Subsequently, valuations for pure-play AI stocks have soared.

While China is a global leader in semiconductor production, it isn't limiting its AI participation to this segment. 

Ms Shen believes China may be taking a different, more holistic approach compared to the western world.

The tremendous amounts of electricity, cooling, metal-intensive data centres, and resilient power supply required by AI have been the focus of many Chinese companies that have been specialising in these systems for decades.

For investors, this means there could be more reasonably priced opportunities across the broader supply chain that powers the physical backbone of AI: metals producers, energy storage leaders, and optical fibre manufacturers.

The AI boom isn't just digital 

When you think of AI, the first thing that comes to mind might be cloud computing, Chat AI tools, etc. 

But the truth is, the data centres fuelling these AI solutions require huge amounts of copper and aluminium in servers and heatsinks. 

Data indicates global copper demand could surge as much as 24% by 2035, with data centre expansion being one of the key drivers. 

According to VanEck, China may have an advantage is its integrated value chain across mining, refining and manufacturing.

Several Chinese copper and aluminium miners have been outperforming the CSI 300 Materials Index this year. In our view, investing in these metals may offer a more cost-effective and direct way to participate in China's AI capex cycle.

Chinese companies engaged in battery manufacturing and Graphics Processing Units (GPUs) have also been soaring this year as a result of the Chinese AI boom. 

How do investors gain exposure?

For investors here in Australia, the most important question is how to gain exposure to this market. 

There are a few ASX ETFs directly targeting Chinese technology and AI: 

• VanEck China New Economy ETF (ASX: CNEW) – Invests in 120 fundamentally sound and attractively valued companies with growth prospects in China's New Economy, targeting technology, healthcare, and consumer staples and consumer discretionary sectors.
• VanEck Ftse China A50 ETF (ASX: CETF) – Invests in a diversified portfolio comprising the 50 largest companies in the mainland (A-shares) Chinese market.
• Global X China Tech Etf (ASX: DRGN) – designed to track the performance of 20 leading technology companies listed in Mainland China and Hong Kong. The index selects across 15 innovation-linked sectors, including semiconductors, automation, industrial software, and internet platforms.

The post How to target China's AI rush through ASX investing appeared first on The Motley Fool Australia.

Investors in the VanEck Morningstar Wide Moat (AUD Hedged) ETF (ASX: MHOT) will receive the largest payment of $10.99 per unit.

Those who hold the unhedged VanEck Morningstar Wide Moat ETF (ASX: MOAT) will get the second-highest distribution of $7.56 per unit.

These two ETFs are different in that they do not try to mirror the performance of a major index like the S&P/ASX 200 Index (ASX: XJO).

Instead, the MOAT ETFs track about 50 US shares that have significant competitive advantages, or in other words, a wide 'moat'.

The wider the moat, the more protected a company's brand and its products or services are from competitors in the marketplace.

Here is a summary of VanEck ETFs that will be paying dividends to investors today.

It's payday for VanEck ASX ETF investors!

VanEck Global Clean Energy ETF (ASX: CLNE) will pay 7 cents per unit.

VanEck FTSE China A50 ETF (ASX: CETF) will pay $1.27 per unit.

VanEck Global Defence ETF (ASX: DFND) will pay 3 cents per unit. Find out more about this ETF here.

VanEck Morningstar Australian Moat Income ETF (ASX: DVDY) will pay 20 cents per unit.

VanEck MSCI International Sustainable Equity ETF (ASX: ESGI) will pay $2.34 per unit.

VanEck Video Gaming and Esports ETF (ASX: ESPO) will pay $1.04 per unit.

VanEck Gold Miners ETF (ASX: GDX) will pay 63 cents per unit.

VanEck Morningstar International Wide Moat ETF (ASX: GOAT) will pay $1.66 per unit.

VanEck MSCI Australian Sustainable Equity ETF (ASX: GRNV) will pay 57 cents per unit.

VanEck 5-10 Year Australian Government Bond ETF (ASX: 5GOV) will pay 11.5 cents per unit.

VanEck Global Healthcare Leaders ETF (ASX: HLTH) will pay 2 cents per unit.

Here are a few more…

VanEck Australian Property ETF (ASX: MVA) will pay 42 cents per unit.

VanEck Australian Banks ETF (ASX: MVB) will pay 40 cents per unit.

VanEck Australian Resources ETF (ASX: MVR) will pay 51 cents per unit.

VanEck Small Companies Masters ETF (ASX: MVS) will pay 32 cents per unit.

VanEck MSCI International Small Companies Quality ETF (ASX: QSML) will pay 9 cents per unit.

VanEck MSCI International Quality ETF (ASX: QUAL) will pay $1.23 per unit.

VanEck MSCI International Value ETF (ASX: VLUE) will pay $1.02 per unit.

VanEck ETFs among the market's top performers in FY25

According to ASX data, there were two VanEck ETFs among the six best-performing ETFs holding Aussie shares in FY25.

Ranked 4th, the VanEck Australian Banks ETF delivered a total annual return of 24.86%.

Ranked 6th, the VanEck Australian Property ETF produced a total annual return of 22.92%.

Another two VanEck ETFs featured in the six best-performing ETFs holding international shares in FY25.

Check them out here.

The post Invested in ASX MOAT or other VanEck ETFs? It's dividend day! appeared first on The Motley Fool Australia.

The ex-dividend date for the distributions listed below is today, 1 July. The record date is 2 July.

The payment date is 25 July.

The biggest payment amount on the VanEck distribution list is a whopper at $10.99 per unit.

That will be paid to investors who own VanEck Morningstar Wide Moat (AUD Hedged) ETF (ASX: MHOT).

Investors in the unhedged version, the VanEck Morningstar Wide Moat ETF (ASX: MOAT), will receive the second-highest distribution of $7.56 per unit.

The VanEck Wide Moat ETFs are a bit different to the norm. They do not seek to track the performance of a major index, like most ETFs.

Instead, the ETFs hold a portfolio of about 50 US shares that have significant competitive advantages, or in other words, a wide moat.

Here is a condensed list of VanEck ETFs and how much each ETF will pay in dividends to their investors later this month.

Payday for VanEck ASX ETF investors

VanEck Global Clean Energy ETF (ASX: CLNE) will pay 7 cents per unit.

VanEck FTSE China A50 ETF (ASX: CETF) will pay $1.27 per unit.

VanEck Global Defence ETF (ASX: DFND) will pay 3 cents per unit. Learn more about this ETF here.

VanEck Morningstar Australian Moat Income ETF (ASX: DVDY) will pay 20 cents per unit.

VanEck MSCI International Sustainable Equity ETF (ASX: ESGI) will pay $2.34 per unit.

VanEck Video Gaming and Esports ETF (ASX: ESPO) will pay $1.04 per unit.

VanEck Gold Miners ETF (ASX: GDX) will pay 63 cents per unit.

VanEck Morningstar International Wide Moat ETF (ASX: GOAT) will pay $1.66 per unit.

VanEck MSCI Australian Sustainable Equity ETF (ASX: GRNV) will pay 57 cents per unit.

VanEck 5-10 Year Australian Government Bond ETF (ASX: 5GOV) will pay 11.5 cents per unit.

VanEck Global Healthcare Leaders ETF (ASX: HLTH) will pay 2 cents per unit.

Show us the money! Here are some more…

VanEck Australian Property ETF (ASX: MVA) will pay 42 cents per unit.

VanEck Australian Banks ETF (ASX: MVB) will pay 40 cents per unit.

VanEck Australian Resources ETF (ASX: MVR) will pay 51 cents per unit.

VanEck Small Companies Masters ETF (ASX: MVS) will pay 32 cents per unit.

VanEck MSCI International Small Companies Quality ETF (ASX: QSML) will pay 9 cents per unit.

VanEck MSCI International Quality ETF (ASX: QUAL) will pay $1.23 per unit.

VanEck MSCI International Value ETF (ASX: VLUE) will pay $1.02 per unit.

The post VanEck ASX ETF dividends: How much you'll get and when appeared first on The Motley Fool Australia.

The United States fired the first shots, with US President Donald Trump initially placing a 25% import tax on goods entering the United States economy from the People's Republic of China.

That 25% tariff now feels like a long time ago. In a series of escalations that have descended into an outright trade war, China has retaliated, with the US retaliating to China's retaliation. As it currently stands, the US imposes a massive 145% tariff on Chinese imports, while the Chinese government reciprocates with a 125% levy on American imports.

Only a few days ago, Trump announced that certain electronics would be exempt from the China tariff. But those narrow exemptions are the only concession either side has made so far in this growing trade war.

This whole saga appears to be a classic game of brinkmanship. When it will end is anyone's guess. Meanwhile, every other country is breathing a sigh of relief after Trump delayed the imposition of the other (and severe in many cases) 'reciprocal' tariffs that he first announced on 'Liberation Day' on 2 April.

For now, there is no global trade war.

However, don't forget that the US still maintains a baseline 10% tariff on most imports entering the United States.

So, it goes without saying that both the US and Chinese economies are about to enter a volatile period, with China's economy arguably in the firing line. They previously had a very lucrative trade relationship worth hundreds of billions of dollars. Now, direct trade between the two countries will almost certainly grind to a halt.

These ASX ETFs are in the trade war firing line

This trade war has implications for investors, even here on the ASX.

So, which ASX exchange-traded funds (ETFs) are the most exposed to the Chinese economy? That's what we'll be diving into next.

Obviously, any ASX ETF that holds a significant number of Chinese stocks will bear the brunt of any fallout in the Chinese stock markets.

First up, let's check out the iShares China Large-Cap ETF (ASX: IZZ).

This ASX ETF is completely exposed to Chinese stocks. It holds around 50 of the largest Chinese companies listed on the Hong Kong stock exchange. Some of its largest holdings include Tencent, Alibaba, Meituan, and Xiaomi Corp.

The iShares China Large-Cap ETF is down by more than 14% since mid-March.

What about mainland Chinese stocks?

Another China-focused fund that might cop some heat from the trade war is the VanEck China New Economy ETF (ASX: CNEW).

This ETF is a little different from IZZ. Instead of the Hong Kong stock exchange, CNEW exclusively tracks consumer discretionary, consumer staples, healthcare, and tech stocks listed on the Shanghai and Shenzhen exchanges. Its largest holdings include Yankership Food Co, Runben Biotechnology Co, and Shanghai Allist Pharmaceuticals.

At current pricing, the VanEck China New Economy ETF has slumped by around 9% since mid-March.

A final fund that could take a trade war hit is the VanEck FTSE China A50 ETF (ASX: CETF). This fund is similar to IZZ. However, it holds 50 of the largest companies on mainland China's stock exchanges, rather than Hong Kong.

Its largest stocks include Kweichow Moutai Co, BYD Co, China Yangtze Power Co, and Contemporary Amperex Technology Co.

CETF units have retreated by more than 6% since mid-March.

The post Trade war heats up: Which ASX ETFs are most exposed to China? appeared first on The Motley Fool Australia.

Over the past month, the CSI 300 Index, which covers 300 of the largest Chinese stocks listed on both the Shanghai and Shenzhen Stock Exchanges, has rocketed by a whopping 25.84%. 25.06% of those gains have come since 23 September, just over a fortnight ago.

That happens to be when the Chinese government announced a major new stimulus package for the country's economy. As we covered at the time, this could see up to US$140 billion in liquidity deployed by the People's Bank of China to stimulate economic growth.

This has already turbocharged Chinese stocks, which, until last month, had been languishing for years.

However, one ASX expert is predicting that we could see even more government stimulus in China. As a result, he is buying up Chinese stocks on the assumption that they are too cheap to ignore.

As reported by the Australian Financial Review (AFR) this week, Regal Partners' chief investment officer, Phil King, reportedly told investors that having at least some exposure to the Chinese markets was important right now simply because "valuations are so compelling". Here's some more of what he told investors:

I hate to say this, but sometimes you've just got to close your eyes and buy things because they're just too cheap…The bear market in China is nearing its completion, and we think we'll see Chinese equities turn around a long time before they solve all the problems in the economy.

How to buy Chinese stocks on the ASX?

So, if ASX investors wished to follow King's advice and buy Chinese stocks, how can they do so?

Well, it's a little bit tricker than you might assume. Unlike other stock markets like Britain, Japan and the United States, ASX brokers don't usually offer access to Chinese stocks directly. That's because Chinese laws generally prohibit foreigners from owning stocks themselves.

But that doesn't mean Australian investors can't buy Chinese stocks at all. The easiest way to do so is by owning them indirectly. There are a few managed funds and exchange-traded funds (ETFs) in Australia that offer Chinese exposure.

One such ETF is the VanEck FTSE China A50 ETF (ASX: CETF). Last week, we covered how this ASX ETF has rallied convincingly in recent weeks. CETF's portfolio gives indirect access to 50 of the largest Chinese stocks on the market, so that's a useful proxy if you wish to add a slice of China to your ASX portfolio.

Another option is the VanEck China New Economy ETF (ASX: CNEW). This fund covers more than 100 Chinese stocks, with a special focus on those in 'future-facing' sectors like tech, consumer goods, and healthcare.

A final ASX ETF to consider for Chinese exposure is the iShares China Large-Cap ETF (ASX: IZZ). This China-focused fund is similar in nature to CETF, offering ASX investors an underlying portfolio of 50 of the largest stocks in China.

Considering the difficulties of investing directly in Chinese stocks, these ASX ETFs are probably the easiest way to add these exotic shares to an ASX portfolio today.

The post Here's how to buy Chinese stocks on the ASX appeared first on The Motley Fool Australia.

That's exactly what investors in the VanEck FTSE China A50 ETF (ASX: CETF) are celebrating right now.

A fortnight ago, CETF units were trading at $46.20 each. Yet today, those same units last went for $60.60, up a whopping 8.95% over Wednesday's session alone. That rise from $46.20 to $60.60 is worth a huge 31.17%.

Funnily enough, these gains put the VanEck China ETF up an uncanny 31.7% year to date as well. Over the past 12 months, investors have banked a more modest 15.1% rise. Check it out for yourself below:

We need look no further to determine the probable cause of this spike in value.

As its name implies, the VanEck FTSE China A50 ETF is an ASX ETF that gives investors exposure to a portfolio containing the largest 50 stocks listed on the Chinese markets. These include names like BYD Co, Kweichow Moutai Co, China Merchants Bank Co, and Industrial & Commercial Bank of China.

In this way, this ASX ETF gives Australian investors a slice of the Chinese markets.

Well, the Chinese markets have had a gangbuster couple of weeks. Back on 24 September, we covered the significant increase in economic stimulus that the People's Bank of China is set to unleash into the Chinese economy.

As we covered at the time, this could reportedly let as much as US$142 billion in liquidity into the Chinese economy.

Chinese stimulus turbocharges this ASX ETF

Investors have been waiting months for fresh Chinese stimulus, given the stagnant nature of the Chinese economy of late. But the scale of what was announced has clearly delighted investors.

One ASX fund manager, Janus Henderson, described the stimulus as a "bazooka". The fund manager told its clients the following:

These measures exceeded the market's expectations, triggering a substantial rally in China's stock markets over the following days…

The latest stimulus package marks a pivotal moment for the country's economic trajectory and equity markets. As global investors seek stability amidst uncertainty, the Chinese government's decisive pivot from debt control to growth support could be the catalyst needed to restore confidence and unlock value in China's markets.

The VanEck China ETF has been a phenomenal performer on the ASX over the past fortnight. But even so, CETF units had still averaged an annual loss of 1.38% per annum over the five years to 31 August. So, let's see if this ASX ETF can turn a page on its longer-term numbers going forward.

The post Guess which ASX ETF has rocketed 31% in 2 weeks? appeared first on The Motley Fool Australia.

Local ETFs were on fire last month, breaking the industry's all-time record for incoming money and reaching a historic-high for total funds held.

But popularity doesn't equate to performance, so it's interesting to see which products fared the best for its investors.

The latest Betashares report showed 3 of the top 5 performing funds in October were Asia-themed.

5 best-performing Australian ETF in October 2020 

Betashares Asia Technology Tigers ETF (ASX: ASIA) rose 8.3% for the month, on the back of a calmer COVID-19 environment compared to the western world.

The fund has gained 67% for the 12 months ending 31 October, according to Betashares head of strategy Ilan Israelstam.

"During the pandemic, Asian technology stocks have benefited both from the strong showing of Asian stocks in general, and from the outperformance of the technology sector," he said.

"Asian economies have demonstrated a greater ability to gain control of COVID-19 outbreaks than their American and European counterparts, while technology stocks have been the leading performers around the world as the world increasingly went online as the virus took hold."

Australian investors are buying even more Chinese stocks this month as a new US president is poised to reset a now-toxic trade relationship.

The Australian ETF industry generally had an excellent October, adding $2.3 billion of funds. This is the highest-ever monthly inflow.

Vanguard and Betashares are dominant among the suppliers, each racking up more than $4 billion of investor money this year.

The post Best performing Aussie ETFs right now appeared first on The Motley Fool Australia.