Strength Amidst Trade Tensions: Q2 China Internet Sector Quarterly Report
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August marked the sixth anniversary of the launch of the KraneShares CSI China Internet ETF (Ticker: KWEB), an ETF that captures China’s booming internet sector with an eye to the long-term growth potential of the Chinese consumer.
Our Q2 China Internet Sector Quarterly Earnings Report analyzes the second quarter results of the top holdings within KWEB and identifies key themes impacting internet companies in China.
Key Growth Themes:
- Rising internet penetration rates in rural areas and lower-tier cities, where internet penetration rates remain below 25%.
- E-Commerce, which is growing 30% per year, only represents 35% of total retail
- Resilience to the macroeconomic woes caused by the US China trade war
- Multi-year low valuations and revised growth expectations
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