An article from Beteshares (probably a bit of marketing) explaining why ASIA ETF has been struggling recently. As mentioned in my previous straw there is a regularory risk in China atm. But it's good to learn a broader perspective, e.g. around diversifcation in this ETF to othe geographies and impacts of the current issues with the global supply chain on some of the companies which are part of this ETF:
"China aside, it should be noted that 50% the ASIA’s ETF exposure is currently in companies outside of China, with South Korea and Taiwan companies accounting for almost a further 40%. Indeed, the top two companies in the ASIA ETF at present are Taiwan Semiconductor Manufacturing and Samsung Electronics, with recent share price performance of these companies also being negatively affected in recent months by lingering global supply bottlenecks, especially with regard to semiconductors."
More here
https://www.betashares.com.au/insights/will-china-kill-its-golden-geese-a-deep-dive-into-the-betashares-asia-technology-tigers-etf-asia/?utm_source=marketo_email&utm_medium=email&utm_campaign=bs&utm_content=newsletter-position1&mkt_tok=NDQyLVdISi0yMDQAAAF-rk3vSP8VofRRxLV1tBPJcAJ0SckJ1HGudfqaRqO6NRYDM7zfzUuJaBJteV2Q8Th_lJH_qmw-LsoAWOw92iNKMdp6_YpLjNh2lQhGxvx9ffIk
