China ETF Stock Picks

By: ispeculatornew
Date posted: 03.05.2010 (5:00 am) | Write a Comment  (7 Comments)

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China has been the story of economic growth in the past decade and has blasted through the rankings. Not long ago, China was seen as an emerging economy. Yes, it still is according to many standards, but don’t forget that thanks to very strong growth, China is now the #3 economy in the world behind Japan and the US. Of course the main difference is that the Chinese economy is growing several times faster than the US and seems poised to do so for some time.  So it’s not surprising to hear that China has many many good investment opportunities. It is not without risk though. For almost every China believer, you will find someone in doubt because of potential bubbles in real estate, in the stock market and elsewhere. And there is no doubt, there will be bubbles over the years in such a fast growing country. It is almost impossible to time investments so I think the best way to play this is through longer term investment.


The question I’ve been asking myself in China as in other emerging countries is how to best play it.  A few months ago, there was only one option really, owning the entire Chinese stock market, through an ETF like FXI. FXI, managed by IShares is by far the most important China ETF. But like many other countries, China is seeing increasing possibilities as you can now invest in specific sectors of the Chinese market, thanks to new ETF’s such as the ones from GlobalX which offers a consumer ETF, an energy ETF, financials ETF, industrials EF, materials ETF and even a Chinese technology ETF. I will personally be on the sidelines for a few months on these sector ETF’s as I simply find it challenging enough to choose an emerging country without having to play a specific sector.

What are your thoughts on these China ETF’s? Any favourites?

TickerNamePriceDividend YieldPayout RatioEx-Dvd Date
WINWindstream Holdings Inc11.468.73250.779/26/2014
DODiamond Offshore Drilling Inc46.797.4788.698/4/2014
RIGTransocean Ltd40.347.4463.798/20/2014
FTRFrontier Communications Corp6.556.11362.429/10/2014
ESVEnsco PLC50.655.9236.99/11/2014
CTLCenturyLink Inc39.245.5N/A9/4/2014
HCPHCP Inc41.535.25106.928/7/2014
TAT&T Inc35.595.1753.1310/8/2014
TETECO Energy Inc17.465.0496.668/12/2014
HCNHealth Care REIT Inc63.6353110.778/7/2014
SOSouthern Co/The43.294.85107.3611/6/2014
RAIReynolds American Inc55.854.879.19/8/2014
KMIKinder Morgan Inc/DE35.984.78138.4810/31/2014
NENoble Corp plc31.374.7825.28/8/2014
MOAltria Group Inc40.64.7381.439/15/2014
DRIDarden Restaurants Inc46.754.71157.3710/10/2014
FEFirstEnergy Corp31.214.61245.238/5/2014
PMPhilip Morris International Inc82.014.5868.079/23/2014
VTRVentas Inc63.54.57164.069/11/2014
ETREntergy Corp72.834.5683.118/12/2014
PBCTPeople's United Financial Inc14.524.5587.6710/29/2014
PPLPPL Corp32.994.5279.799/9/2014
EDConsolidated Edison Inc56.094.4967.898/11/2014
DUKDuke Energy Corp72.134.4182.388/13/2014
MATMattel Inc35.4254.2955.28/25/2014
PCLPlum Creek Timber Co Inc41.374.25135.518/13/2014
PNWPinnacle West Capital Corp53.494.2460.3110/30/2014
PEGPublic Service Enterprise Group Inc35.174.2158.579/3/2014
VZVerizon Communications Inc50.424.251.7310/8/2014
AEEAmeren Corp38.454.1675.819/8/2014
TEGIntegrys Energy Group Inc65.564.1561.888/27/2014
SPLSStaples Inc11.594.1444.269/24/2014
SCGSCANA Corp50.884.1360.39/8/2014
PCGPG&E Corp44.674.08100.6110/3/2014
LOLorillard Inc60.484.0769.928/27/2014
KIMKimco Realty Corp22.384.02174.4812/29/2014
POMPepco Holdings Inc26.854.02245.459/8/2014
EXCExelon Corp31.083.9973.558/13/2014
WMBWilliams Cos Inc/The56.633.95222.629/10/2014
KRFTKraft Foods Group Inc53.5853.9245.059/26/2014
COHCoach Inc34.563.9133.739/10/2014
CNPCenterPoint Energy Inc24.323.91114.158/13/2014
XELXcel Energy Inc30.83.958.439/23/2014
AEPAmerican Electric Power Co Inc51.993.8564.128/6/2014
CINFCincinnati Financial Corp46.023.8252.229/15/2014
MACMacerich Co/The65.013.82252.358/18/2014
GASAGL Resources Inc51.643.870.938/13/2014
DTEDTE Energy Co73.823.7468.539/11/2014
CMSCMS Energy Corp28.933.7359.6911/5/2014
PAYXPaychex Inc41.013.7181.3710/31/2014
HSTHost Hotels & Resorts Inc21.743.68169.529/26/2014
LEGLeggett & Platt Inc32.83.6687.719/12/2014
PFEPfizer Inc28.73.6257.6811/5/2014
NUNortheast Utilities43.93.5859.459/11/2014
WECWisconsin Energy Corp43.583.5856.968/12/2014
OKEONEOK Inc64.433.57117.511/5/2014
DDominion Resources Inc/VA67.643.5572.888/27/2014
GMGeneral Motors Co33.823.5509/12/2014
COPConocoPhillips82.53.5441.6610/16/2014
GEGeneral Electric Co25.153.553.119/18/2014
NAVINavient Corp17.23.49N/A9/3/2014
TGTTarget Corp59.593.4953.328/18/2014
GRMNGarmin Ltd55.043.4957.449/11/2014
CACA Inc28.883.4650.398/19/2014
HASHasbro Inc49.963.4472.881/30/2015
MCDMcDonald's Corp94.563.4355.768/28/2014
CLXClorox Co/The86.873.4160.0610/20/2014
FCXFreeport-McMoRan Inc37.223.3684.8210/16/2014
WMWaste Management Inc44.893.34696.949/5/2014
PGProcter & Gamble Co/The77.323.3358.8210/15/2014
CAGConAgra Foods Inc30.133.32140.910/29/2014
CVXChevron Corp129.243.3134.898/15/2014
KKellogg Co59.833.2836.168/28/2014
GISGeneral Mills Inc50.153.2753.4110/10/2014
SESpectra Energy Corp40.923.2780.568/8/2014
PSAPublic Storage171.613.26105.029/11/2014
SYYSysco Corp35.693.2565.9910/8/2014
PLDPrologis Inc40.813.23288.829/11/2014
KMBKimberly-Clark Corp103.873.2358.089/3/2014
IRMIron Mountain Inc33.513.22213.919/24/2014
ABBVAbbVie Inc52.343.2176.9910/15/2014
LLYEli Lilly & Co61.063.2144.898/13/2014
LMTLockheed Martin Corp166.973.19528/28/2014
MCHPMicrochip Technology Inc45.023.1671.148/19/2014
GMEGameStop Corp41.973.1537.218/28/2014
AVBAvalonBay Communities Inc148.083.13932.949/30/2014
CVCCablevision Systems Corp19.223.12122.868/13/2014
KOCoca-Cola Co/The39.293.1157.859/11/2014
MRKMerck & Co Inc56.743.1116.539/11/2014
EQREquity Residential64.653.09N/A9/18/2014
SPGSimon Property Group Inc168.193.09111.968/13/2014
NEENextEra Energy Inc93.893.0965.118/27/2014
AIVApartment Investment & Management Co34.183.0431414.278/13/2014
CSCOCisco Systems Inc25.233.0133.169/30/2014
CPBCampbell Soup Co41.59352.8710/9/2014
ADIAnalog Devices Inc49.632.9860.328/27/2014
AVYAvery Dennison Corp47.212.9745.858/29/2014
PEPPepsiCo Inc88.12.9751.29/3/2014
NUENucor Corp50.222.9596.749/30/2014
IPInternational Paper Co47.52.9541.058/13/2014

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7 Comments

  1. Pingback by QuickTax Winners and Financial Ramblings — March 5, 2010 @ 7:27 am

    […] Get China ETF stock picks @ Intelligent Speculator […]

  2. Comment by The Rat — March 5, 2010 @ 11:08 am

    I’ve head that a lot of China ETFs have not been performing well as of late.

    FXI interests me just because of the sheer size and its expense ratio isn’t through the roof I suppose. Would you know what the 3-year return has been for FXI?

    Nice post

  3. Pingback by Week in Review » 1stmilliondollar.net — March 5, 2010 @ 5:51 pm

    […] Intelligent Speculator wrote a summary of China ETFs. Do you prefer FXI, PGJ or GXC? […]

  4. […] Intelligent Speculator posted, “China ETF Stock Picks” […]

  5. Comment by IS — March 6, 2010 @ 3:15 pm

    @The Rat – the 3 year return is 6.59%, not bad considering the recession and all. Thanks for the comments, glad you liked it.

  6. Comment by andrew — March 9, 2010 @ 9:07 am

    YTD is not quite positive for a few ETFs. But I still think that China has lots and lots of potential, especially for small caps companies. I pretty like HAO and I think this etf will outperformed the others. It’s definitely a good pick for the year 2010! Which one would you choose? Thanks for sharing.

  7. Comment by IS — March 26, 2010 @ 3:52 pm

    @andrew – yes no doubt, I think that over time, China will be a huge investment market… not getting in at the wrong moment will be tough though.. lots of highs and lows to come

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