Brendan Ahern joined Michael Batnick and Ben Carlson to discuss the opportunities in Chinese equities, highlighting the potential for growth in Chinese tech stocks and their valuations, monetary policy adjustments, and the factors that could reinvigorate investor interest in China's markets.

The contents of the podcast include:

• Why China does not represent a larger share of global market cap relative to GDP
• Where most Chinese citizens are investing
• What the catalyst could be to get investors excited about China
• Monetary policy adjustments in China
• China internet valuations
• How the fundamentals look in China
• Where the bottom is for Chinese equities

This podcast contains Brendan Ahern’s opinion, and it should not be regarded as investment advice or a recommendation of specific securities. Holdings are subject to change. Securities mentioned do not make up the entire portfolio and, in the aggregate, may represent a small percentage of the fund.

For KWEB standard performance, top 10 holdings, risks, and other fund information, please click here.