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Guggenheim China Small Cap

  • In Emerging Markets, the Smaller the Better

    By Andrés Cardenal - March 7, 2013 | Tickers: HAO, FXI, EWZ, BRF, PBR

    When investing, size matters. Small companies are usually assumed to be riskier than big ones, while on the other hand they offer higher potential for growth. Although this rule is quite easy to observe, and generally correct, emerging markets may be a remarkable exception to consider. As odd as it may seem, smaller companies in emerging markets may offer both higher growth and less risk than their bigger counterparts.

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  • Is it Time to Bet on China?

    By Andrés Cardenal - October 23, 2012 | Tickers: AAPL, CMGE, HAO, FXI, YUM | Editor's Choice

    Investors have been very concerned about the economic slowdown in China for several months. The Chinese economy is decelerating from the record growth rates observed in previous years, and the country has a very peculiar economic system that generates considerable noise and uncertainty. Over the last weeks, however, many economic indicators are pointing to a successful soft landing for the Chinese economy and, if this trend is confirmed, Chinese stocks more »

  • The Contrarian Case for Investing in China

    By Andrés Cardenal - August 30, 2012 | Tickers: BIDU, CMGE, HAO, FXI, SPY

    Investors have been flying away from Chinese stocks lately, as many fear the possibility of an economic collapse in the country. China will need to implement many important reforms over the following years in order to achieve a sustainable development path in the long term, but right now its economy may be more resilient than many believe. Depressed prices for many Chinese stocks may be offering attractive entry points from more »

  • How to Benefit From a Yuan Revaluation

    By Andrés Cardenal - April 13, 2012 | Tickers: CMGE, F, CHIQ, HAO, FXI | Editor's Choice

    What happens in China has very strong implications for the rest of the world and, needless to say, global financial markets are very attentive to the evolution of the Chinese economy and the decisions of the political authorities in the Asian giant.

    Among the many changes that the Chinese economy is experimenting, there is a clear decision to move forward in a process of liberalization of the country´s capital more »

  • The Best ETFs to Invest In China

    By Andrés Cardenal - January 26, 2012 | Tickers: CHIQ, HAO, CQQQ, FXI, GXC

    Chinese assets have done quite badly in the last year due to several reasons. Chief among them, fears about the Eurozone crisis have affected investors' risk appetite and many of them decided to focus on safer, well-known assets. And accounting scandals in Chinese companies don't help at all with the trust issue.

    The economic cycle in China is extremely difficult to predict because it's a very particular economic more »