
The ETF Investor - Episode 39 - New China Sectors: Life Beyond Technology & Infrastructure-led Growth
The ETF InvestorShow Notes
China as an investment destination has challenged the most determined of investors in recent years. The long-term growth prospects and the importance of China in the global investment universe are well established, but the when, what and how to invest in China, remain key questions. The range of options available on the JSE continue to expand, and this latest offering from Sygnia Itrix focus on the "new sectors" in the Chinese economy. What are these, and how does it compare to the alternatives already available?
More from The ETF Investor
The SA equity market is dominated by global companies that generate earnings and growth in global markets. To create an investment opportunity focused on the South African economy and consumer – the so-called SA Inc. investment exposure – requires a deliberate and structured rules-based approach beyond market cap.
The investment case for China offers differentiated opportunities to participate in the unique world of the second largest economy in the world. For South African investors there is now a new way of doing so through an actively-managed, multi-asset ETF listed on the JSE, built on a track record of strong market presence in mainland China.
The range of actively-managed ETFs continue to expand, giving investors on the JSE an ever-growing selection of opportunities across asset classes and geographies. The largest private asset manager in South Africa, Ninety One, has listed their first two AMETFs, with promises of more to follow, not just in SA, but perhaps also in their global franchise.
In an investment world dominated by a select number of exceptional companies, the quest for opportunities beyond the Mag-7 requires looking the other way. Closer inspection of the UBS range of index-tracking ETNs reveal some interesting and unique index exposures worth exploring if you are looking for diversification in the highly concentrated AI & Tech mega theme.
In celebration of Women's Month in South Africa, we explore the importance – especially for women – of having an independent financial plan that addresses both the near-term needs of living expenses and unexpected emergencies, and the longer term focus of building sustainable retirement savings and long-term generational wealth. And in all cases – there's an ETF for that!