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Getting emerging market exposure is a viable option in the current market environment. That's especially so given the global de-dollarization and prospect of further rate cuts by the Federal Reserve.
Looking for a reason to consider adding exposure to the China healthcare sector to your portfolio? Now may actually be a very good time to do so.
When it comes to creating a well-diversified portfolio, healthcare stocks have traditionally offered a variety of benefits. As an innovative sector, healthcare companies offer the potential to build long-term portfolio growth.
With markets see-sawing up and down on a daily (or even minute-by-minute) basis on hints of global tariffs updates, there's an opportunity to time an investment to win short-term gains.
An escalating trade war with China elevates a number of risk factors, but also creates pockets of overlooked opportunity for those with the appetite. Advisors and investors looking for contrarian opportunities in 2025 need look no further than China's healthcare sector and the KraneShares MSCI China All Shares Healthcare 10/40 Index ETF (KURE).
The latest figures published by the People's Bank of China show that credit and liquidity are stalling as demand for new loans declines. Deteriorating confidence in China's prospects explains why households prefer paying down debts while companies borrow less.
Data came in generally in line or slightly weaker than forecasts, as weak confidence continued to depress investment and consumption. New home prices fell by -0.65% MoM in July, compared to a -0.67% MoM drop in June.
The People's Bank of China kept the one-year medium-term lending facility rate unchanged at 2.5% today, in line with market expectations. We believe that in conjunction with today's data releases and the start of rate cuts in other central banks such as the European Central Bank and Bank of Canada, the odds of a PBoC rate cut in the coming months have risen.