US considering delisting Chinese stocks

[ochotona]

"President Donald Trump is reportedly looking into possibly delisting Chinese public companies from US exchanges, per Fox News".

I had a bit of a panic because I own some IEMG, but then I read this:

"The iShares Core MSCI Emerging Markets ETF (IEMG) is a U.S.-domiciled fund that trades on U.S. exchanges, but when it comes to acquiring its underlying holdings—including Chinese stocks—it does not rely on U.S.-based exchanges. Instead, it purchases the securities on their native markets, such as the Hong Kong Stock Exchange (HKEX) and potentially the Shanghai or Shenzhen exchanges, depending on which venue the underlying stocks are primarily listed on. This approach allows the ETF to directly mirror the performance of its benchmark index, which includes stocks as traded in their local markets.

While some Chinese companies are available as American Depositary Receipts (ADRs) on U.S. exchanges, IEMG’s portfolio construction typically involves buying the actual underlying securities where they trade natively. This ensures that the fund accurately reflects local pricing, liquidity, and market dynamics rather than relying on the sometimes more complex or less direct ADR structures."

But China would retaliate by dumping Treasuries on long term Treasury auction days. It would cause a Liz Truss lettuce event, possibly the fiscal "heart attack" Ray Dalio recently warned about.

[dualstow]

I got rid of Chinese stocks some years ago.
I wish the government would do something about Temu.
My wife orders her from Shein, though, and I wouldn’t dare try to stop her.

[boglerdude]

So China and India dont want American plebs getting a piece of their growth. but tariffs...

[ochotona]

BTW, I sold my IEMG and bought EMXC. It's doing fine.

[dualstow]

BTW, I sold my IEMG and bought EMXC. It's doing fine.

Can I ask how much time per day you actively trade? I’m sure it’s a labor of love, and since you just hit a new high overall, it’s obviously working. I’m merely curious.
I spend a lot of time looking, but not trading.

[ochotona]

BTW, I sold my IEMG and bought EMXC. It's doing fine.

Can I ask how much time per day you actively trade? I’m sure it’s a labor of love, and since you just hit a new high overall, it’s obviously working. I’m merely curious.
I spend a lot of time looking, but not trading.

I look and look and look and look and look... and I spend an hour and a half a month actually trading... last trading day of the month. If I didn't have so many darned accounts (his and hers Roths, his and hers IRAs, his 401k, HSA) it would be faster. 18 hours a year?

[dualstow]