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Opinions Larry Berman CFA, CMT, CTA
KraneShares CSI China Internet KWEBBUY ON WEAKNESSJul 26, 2021
Larry Berman CFA, CMT, CTAUnknown
$50.09
Stock price when the opinion was issued
$25.32
As of Jun 18, 2026. Market Open.
E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
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BUY
As an options trader, he just saw a monster buyer of this, and he's in as well.
Pete NajarianOwned
E.T.F.'s
RISKY
They are converting the ADRs . The whole pressure and uncertainty of the Congress move to de-listing companies that will not open books. None of the companies in KWEB were part of the proposed list of equities. Thinks China will come to a degree of agreement with the SCE. These companies are still worth a lot of money.
E.T.F.'s
BUY ON WEAKNESS
Saw a parabolic rise in the beginning of the year. Now it has reversed to 52-week lows. A value play now with lots of discounting factors. A lot of bad news priced in. Doesn't mean it can't fall further, but it could be a buying opportunity to ease in. Wouldn't worry about short term volatility.
E.T.F.'s
BUY ON WEAKNESS
Resistance has turned to support around $65. Around this level, the risk-reward is pretty good. It is an opportunity when it falls to these levels. Equivalent companies to Amazon in China is quite cheap.
E.T.F.'s
BUY
He owns KWEB for some of his clients. A higher beta, higher octane type of name. Longer term it makes a lot of sense since the penetration of the internet in China is much lower than NA. AIA is 50 largest names in Asia that has outside of China and includes other sectors like semiconductors and banks. AIA would be more conservative of the two.
Stan WongUnknown
E.T.F.'s
PAST TOP PICK
(A Top Pick Feb 25/19, Down 7%) It is domestic demand that is driving corporate profits in China, rather than export or trade wars. This is a buying opportunity.
Tyler MordyOwned
E.T.F.'s
TOP PICK
Trade wars pumelled China internet stocks last year, but they won't derail this long-term trend. Online retail is stronger in China than America: 20% of purchases are made online in China vs. 10% in America.
Tyler MordyOwned
E.T.F.'s
These Chinese educational stocks were 7% of the index at the top of the stock. Now they are around 1% of the index. There is a chance all of them go to 0%. There are other good companies such as Chinese equivalents for Google, Amazon, etc. . There is a lot of value in them.