Hong Kong’s second-largest ETF focused on Chinese tech stocks recorded its highest inflows in March, signaling renewed investor demand for Chinese tech exposure. The inflows point to continued risk-on positioning into EM tech ETFs, but managers should account for heightened geopolitical tail risk from Iran tensions that could amplify volatility.
Hong Kong’s second-largest ETF focused on Chinese tech stocks recorded its highest inflows in March, signaling renewed investor demand for Chinese tech exposure. The inflows point to continued risk-on positioning into EM tech ETFs, but managers should account for heightened geopolitical tail risk from Iran tensions that could amplify volatility.
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