CHIE Global X MSCI China Energy ETF Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
07:48
May 08
May 08
China energy sector benefits from Iran war
China's energy sector is a structural winner from the Iran war because China has low external energy dependency (10-15%) and has already built a mature green energy ecosystem. The war is a wake-up call for Asian countries to build alternative energy infrastructure, and Chinese energy equipment and infrastructure companies will benefit from exporting their expertise and products to these countries.
MED
08:42
Apr 29
Apr 29
Favor Chinese banks, energy, coal
For the MSCI China market, earnings revisions are the key driver. We prefer defensive sectors with steady earnings growth. In our second-quarter portfolio we highlight banks (high dividend yield with RMB appreciation tailwind), energy, coal, and materials (where earnings revisions are stronger and share prices are outperforming).
MED
21:52
Apr 15
Apr 15
Avoid Chinese energy sector due to state risk.
Beijing might sacrifice the energy sector if needed, making it unattractive to invest in; thus, avoid anything in the Chinese energy sector.
HIGH
About CHIE Analyst Coverage
Buzzberg tracks CHIE (Global X MSCI China Energy ETF) across 2 sources. 2 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (67%). 3 total trade ideas tracked.