This is the thread for ETF relating to Chinese stocks. (fund, invest)

[cmrhm]

I own PGJ, FXI and HAO.

Let us talk.

[Willy702]

Do you sleep well at night? LOL

[evilnewbie]

I own FXI... everything is good as long as the Chinese government stops manipulating their currency... I sleep very well at night... better than those who own American stocks...

[Teak]

I have owned TDF -a closed-end fund- for 15 years. What do you want to talk about?

I am up 370% in that time period, which works out to an average annual return of 11%. Why wouldn't I sleep at night with that kind of long-term return?

[Bideshi]

Having traveled and lived in Asia extensively I am of mixed feelings. I know there's lots of money to be made, but I also know the level of corruption and how easy it is to get ripped off in Asia. At the moment, I believe the risk is greater than the potential for gain. That's just me.

[Teak]

Originally Posted by Bideshi

Having traveled and lived in Asia extensively I am of mixed feelings. I know there's lots of money to be made, but I also know the level of corruption and how easy it is to get ripped off in Asia. At the moment, I believe the risk is greater than the potential for gain. That's just me.

Which is why I went with a closed end fund 15 years ago run by the very respectable Templeton investment company. The main manager has long been Dr. Mark Mobius. (Mark Mobius - Wikipedia, the free encyclopedia)

There weren't ETFs back then. TDF got exposure to mainland China through Hong Kong, which had a rule of law >> that in China. Harvard University used to (maybe still do) invest in China through TDF if that gives you any sense of the type of investors Templeton deals with.

Here are the top ten holdings of TDF as of 20 January.

DAIRY FARM INTERNATIONAL HOLDINGS LTD 17.4%
CHINA PETROLEUM & CHEMICAL CORP (SINOPEC) 7.4%
CNOOC LTD 7.4%
PETROCHINA CO LTD 5.5%
CHINA MOBILE LTD 3.9%
YANZHOU COAL MINING CO LTD 3.7%
CHINA CONSTRUCTION BANK 3.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 3.0%
BANK OF CHINA LTD 2.5%
CHINA SHENHUA ENERGY CO LTD 2.5%
------
56.6%

In the past, TDF was more weighted to food and infra-structure companies (e.g., Dairy Farm Int'l has long been their #1; also Hutchison-Whampo group), but as you can see, it is now heavily weighted towards energy and materials (oil, coal). Also, Taiwan Semi-conductor is not mainland, eh? So, TDF is not a pure-play on mainland China, but has the mandate to include other countries of the Chinese diaspora.

I don't know what the OP was looking for in this thread, but one cannot discuss different ETFs or closed-end funds without talking about the companies within the portfolios. Otherwise, we're just stuck with a bunch of acronyms, some maybe too cute (HAO?).

And, for the record, I am living in Asia and have been for the past 15 years.