Value Microcaps Motherboard

[Bobwins]

Shanghai composite performance will probably mirror broad Chinese economy better but KWEB is a bet on the growth of the internet in China. Much more focused on a sector that is likely to grow.

Overall Chinese economy needs positive world growth to fuel it's export driven businesses. Chinese internet will be driven by huge growth in it's own middle class and their use of all things internet related. There could be some big bumps in the road if the world economy or the Chinese banks implode but in our uncertain investing world, this seems like a reasonable bet to me.

So far so good. KWEB is outperforming SSE by a huge margin in the past 3 months. +2 vs +27%