{"id":128940,"date":"2025-09-19T17:29:08","date_gmt":"2025-09-19T15:29:08","guid":{"rendered":"https:\/\/www.we-wealth.com\/?post_type=podcast&#038;p=128940"},"modified":"2025-09-19T17:29:13","modified_gmt":"2025-09-19T15:29:13","slug":"china-spotlight-time-to-look-east-etf","status":"publish","type":"podcast","link":"https:\/\/www.we-wealth.com\/en\/podcast\/china-spotlight-time-to-look-east-etf","title":{"rendered":"China in the Spotlight: Time to Look East"},"content":{"rendered":"\n<p>September brought fresh turbulence to global markets: weaker <strong>US jobs data<\/strong> fueled expectations of faster Fed cuts, while <strong>Europe<\/strong> faced renewed debt concerns after France\u2019s downgrade. Against this backdrop, <strong>China<\/strong> is sending mixed but striking signals\u2014GDP growth revised higher, a 90-day tariff truce with the US, and equity markets rallying both onshore and offshore.<br><br>Yet questions remain: can innovation in AI, semiconductors and rare earths keep powering the momentum, or will real estate stress and rising debt weigh it down? Since January, <strong>Chinese ETFs<\/strong> in Europe have already attracted <strong>more than $3 billion<\/strong> in flows, proof that investors are watching closely.<br>In this episode, <strong>Marcus Weyerer<\/strong>, CFA, Director of ETF Investment Strategy EMEA at <strong>Franklin Templeton ETFs<\/strong>, decodes the macro outlook, while <strong>Rafaelle Lennox<\/strong>, Head of UCITS ETF Product Strategy at <strong>Franklin Templeton<\/strong>, dives into A-shares, key market drivers, and the ETF strategies helping investors build efficient access to China today.<br><br>Let\u2019s dive in!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Every Third Friday is your monthly dose of ETF Expertise, alongside Franklin Templeton\u2019s global perspective. Let\u2019s see what happened in September<\/p>\n","protected":false},"author":55680,"featured_media":123328,"template":"","categories":[2253,2262],"tags":[3630,3623],"collana-podcast":[3606],"class_list":["post-128940","podcast","type-podcast","status-publish","has-post-thumbnail","hentry","category-investimenti","category-outlook-e-previsioni","tag-etf-en","tag-franklin-templeton-en","collana-podcast-every-third-friday-etf-monthly-talks-franklin-templeton"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>China in the Spotlight: Time to Look East | WeWealth<\/title>\n<meta name=\"description\" content=\"Every Third Friday is a monthly dose of ETF expertise, alongside Franklin Templeton\u2019s global perspective. 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