The China Rotation Is Real: 3 ETFs Capturing 19% Gains in 2026
Institutional investors are shifting emerging-market exposure away from China toward India, Brazil, Southeast Asia, and Mexico using ex-China and factor-screened ETFs.
An Emerging Markets ETF Soared 50% Without Owning a Single Chinese Stock
XCEM provides emerging-market equity exposure excluding China, concentrating on South Korean semiconductors, Indian banks, and other ex‑China sectors, holding 16.56% cash, 0.16% fee.
The China Rotation Is Real: 3 ETFs Capturing 19% Gains in 2026
Institutional investors are shifting emerging-market exposure away from China toward India, Brazil, Southeast Asia, and Mexico using ex-China and factor-screened ETFs.
