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Upturn AI SWOT - About
Global X MSCI China Consumer Disc ETF (CHIQ)
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Upturn Advisory Summary
04/01/2025: CHIQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 46.48% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 116845 | Beta 1.17 | 52 Weeks Range 15.03 - 24.53 | Updated Date 04/2/2025 |
52 Weeks Range 15.03 - 24.53 | Updated Date 04/2/2025 |
Upturn AI SWOT
Global X MSCI China Consumer Disc ETF
ETF Overview
Overview
The Global X MSCI China Consumer Discretionary ETF (CHIQ) seeks to invest in Chinese consumer discretionary companies. It provides targeted access to a specific sector within the Chinese equity market, focusing on companies benefiting from increased domestic consumption.
Reputation and Reliability
Global X is a well-known ETF provider with a solid reputation for offering thematic and international ETFs.
Management Expertise
Global X has a dedicated team of investment professionals experienced in managing ETFs and specifically focusing on international markets.
Investment Objective
Goal
The ETF aims to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI China Consumer Discretionary Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the MSCI China Consumer Discretionary Index.
Composition The ETF primarily holds stocks of companies in the consumer discretionary sector in China.
Market Position
Market Share: Difficult to definitively quantify exact market share without access to proprietary data across all competing funds. Estimates vary based on data source and fund classification.
Total Net Assets (AUM): 229864836.28
Competitors
Key Competitors
- ASHR
- MCHI
- CXSE
Competitive Landscape
The ETF industry is competitive with many funds offering exposure to China. CHIQ provides a niche focus on the consumer discretionary sector which is an advantage, but it has a lower AUM compared to broad market ETFs like MCHI and ASHR. The fees and expenses of competing funds are often a key differentiator.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers. Requires dynamically updated values over specific periods.
Benchmark Comparison: Benchmark comparison requires up-to-date performance data to compare against the MSCI China Consumer Discretionary Index.
Expense Ratio: 0.0065
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, as reflected by its average daily trading volume.
Bid-Ask Spread
The bid-ask spread typically fluctuates, reflecting the current market conditions and supply and demand.
Market Dynamics
Market Environment Factors
Economic indicators like GDP growth, consumer confidence, and retail sales in China influence CHIQ. Sector growth is tied to the performance of Chinese consumer discretionary companies.
Growth Trajectory
Growth trends depend on the expansion of the Chinese consumer market, shifts in consumer preferences, and government policies impacting the sector.
Moat and Competitive Advantages
Competitive Edge
CHIQ offers targeted exposure to the Chinese consumer discretionary sector. Its focus allows investors to express a specific view on the growth of Chinese consumer spending. The ETF benefits from Global X's expertise in thematic investing. However, its specialized focus also makes it more vulnerable to sector-specific risks.
Risk Analysis
Volatility
CHIQ's volatility is typically higher than broader China ETFs due to its sector concentration.
Market Risk
Specific risks include regulatory changes in China, fluctuations in consumer spending, and geopolitical tensions that can impact Chinese equities.
Investor Profile
Ideal Investor Profile
The ETF is suited for investors seeking targeted exposure to the Chinese consumer discretionary sector and willing to accept higher volatility.
Market Risk
CHIQ is suitable for investors with a higher risk tolerance and a long-term investment horizon who believe in the growth potential of the Chinese consumer market.
Summary
The Global X MSCI China Consumer Discretionary ETF (CHIQ) offers focused exposure to the Chinese consumer discretionary sector. It is suitable for investors with a long-term outlook and a higher risk tolerance. Its performance is closely tied to the growth of the Chinese consumer market and regulatory changes. The ETF's expense ratio is reasonable, but investors should consider its volatility and concentration risk. It provides a convenient way to invest in a specific segment of the Chinese economy.
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Sources and Disclaimers
Data Sources:
- Global X ETFs website
- MSCI Index Fact Sheet
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X MSCI China Consumer Disc ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index tracks the performance of companies in the MSCI China Index (the parent index) that are classified in the consumer discretionary sector, as defined by the index provider. The fund is non-diversified.
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