Stocks / ETF
FXIETF
iShares China Large-Cap ETF
$34.191d +0.8%5d -0.5%settled close · 2026-09-17
β 0.4652w $32–38Shares 166.7MNYSE Arca since 2004
The tape, with the calls on it
Who said what, and what FXI did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about FXI
40 long4 neutral41 shortlatest 2026-09-01
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-01 | Alice HanDirector (China), Greenmantle | Bullish | Prof G Pod (Galloway) | Chinese AI development is uncorrelated to US markets and underappreciated by global capital allocators… |
| 2026-08-18 | Harry DentAuthor & forecaster, HS Dent | Bearish | Julia La Roche Show | China faces a structural triple-threat — 22% empty real estate, a demographic collapse from 1.4B to 800M over… |
| 2026-07-28 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | AI capex boom is driving the same hardware-over-software rotation in China as in the US; Shenzhen-listed… |
| 2026-07-08 | Mike AikensFounding Partner, ETF Action | Bearish | CNBC Halftime Final Trades | EM ex-China is a catch-up trade as the broader market continues to broaden beyond AI/semis, though investors… |
| 2026-07-07 | Adrian ZuercherHead of Global Asset Allocation, UBS Global Wealth Management | Bullish | Bloomberg Television | Onshore China trades at very cheap valuations, marginal improvement in economic momentum is expected, and… |
| 2026-07-02 | Daniel YerginVice Chairman, S&P Global | Bullish | Hidden Forces | The Strait of Hormuz crisis served as a proof-of-concept advertisement for energy independence via EVs and… |
| 2026-06-18 | Ed YardeniPresident, Yardeni Research | Bearish | Fox Business | China has been a persistent underperformer and is explicitly excluded from Yardeni's preferred EM exposure |
| 2026-06-12 | Seth KlarmanCEO, Baupost Group | Bullish | iConnections | A private data-center company spun out of a Chinese public holding was accessible via private offering at… |
| 2026-05-21 | Daniel LacalleChief Economist & CIO, Tressis | Bearish | Wealthion | Chinese company management is structurally aligned with the government rather than minority investors, which… |
| 2026-05-15 | Chamath PalihapitiyaFounder, Social Capital | Neutral | All-In Podcast | The US should sell Nvidia chips to China because it is better to have Jensen Huang win the chip market than… |
Show all 85 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-05-11 | Kyle BassFounder/CIO, Hayman Capital | Bearish | TorontoWealthGroup | China's banking system is completely insolvent, the real estate market is down 40-50% and has been… |
| 2026-05-07 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Macro Voices | A rising RMB adds currency return on top of 6-7% dividend yields in Asian stocks, creating a ~12% total… |
| 2026-04-10 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | interview | Rest-of-world positioning was completely rinsed from January to February as everyone sold America, and if the… |
| 2026-03-02 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Non-China Southeast Asian markets offer equity exposure to real economies benefiting from dollar weakness and… |
| 2026-02-18 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bearish | Bloomberg Podcasts | China is structurally risky and uninvestable relative to the US opportunity set, and allies will increasingly… |
| 2026-01-17 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | Bloomberg Television | China is channeling government capital into high-level chips and AI to overtake the US in technology, and the… |
| 2025-12-18 | Ray DalioFounder, Bridgewater Associates | Bullish | interview | Dalio believes China will become the greatest economy of the 21st century, making it the most important… |
| 2025-12-15 | Kyle BassFounder/CIO, Hayman Capital | Bearish | CNBC Television | China's banking system is insolvent, real estate is down 40-50% and still declining, demographics are… |
| 2025-12-08 | Wendy LiuChief Asia & China Equity Strategist, JPMorgan | Bullish | Ed Yardeni | 12-18% price-target upside for 2026 driven by earnings recovery — EPS revision breadth is best since 2020 by… |
| 2025-12-08 | Ed YardeniPresident, Yardeni Research | Bullish | Bloomberg Television | China's healthcare sector has been among the best-performing domestic sectors because it aligns with the… |
| 2025-12-04 | Marko PapicGeopolitical macro strategist | Bullish | Macro Voices | Dollar weakness driven by dovish Fed policy will cause non-US assets to outperform US equities in 2026 as it… |
| 2025-11-28 | Russell NapierMarket strategist & financial historian | Bullish | Prime Quadrant | The West must build massive domestic capacity to replace Chinese goods it can no longer import on… |
| 2025-11-07 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | Bloomberg Television | CCP is shifting away from wolf-warrior stance toward a more open, US-friendly orientation, while Chinese tech… |
| 2025-11-06 | Cathie WoodCEO & CIO, ARK Invest | Neutral | CNBC Television | China has rapidly closed the AI gap with the US by embracing open-source LLMs under state-directed… |
| 2025-10-17 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Forward Guidance | PBOC has injected ~$1T USD equivalent into Chinese financial markets over 12 months to reflate asset prices… |
| 2025-10-01 | Amy OldenburgHead of Digital Asset Strategy, Morgan Stanley | Bullish | Forward Guidance | China is delivering tangible leadership in robotics, EV, and biotech (Innovation 3.0) and is up 40%+ over the… |
| 2025-09-30 | Felix ZulaufFounder, Zulauf Consulting | Bearish | Zulauf Consulting | Trade war will deliver a major economic shock disproportionately absorbed by current-account surplus nations… |
| 2025-09-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Geopolitical tensions with the US create an asymmetric risk where gains may be unrepatriable and losses must… |
| 2025-09-16 | Alice HanDirector (China), Greenmantle | Bullish | Prof G Pod (Galloway) | Forward PE ratios remain cheap versus US and historical standards, Beijing is explicitly backing a 'slow… |
| 2025-09-04 | Kyle BassFounder/CIO, Hayman Capital | Bearish | CNBC Television | The Nvidia export deal with China felt like a 'hostage transfer' where both sides are buying time, implying… |
| 2025-08-05 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Wealthion | All five prisms check out — fundamentals strong (record trade surplus, cheap energy/capital/labor)… |
| 2025-07-26 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | China is a relative beneficiary of global trade rerouting as it exports disinflation to Europe and South… |
| 2025-07-22 | Rick RuleFormer CEO, Sprott US Holdings | Bearish | Wealthion | Chinese rare-earth production costs are rising rapidly as environmental destruction once tolerated is no… |
| 2025-07-02 | Kyle BassFounder/CIO, Hayman Capital | Bearish | interview | China faces simultaneous real estate, banking, youth unemployment, and current account crises with ~350%… |
| 2025-07-02 | Marko PapicGeopolitical macro strategist | Bullish | Wealthion | China is entering a secular stagnation period analogous to the US 2010-2020 ZIRP era where equities… |
| 2025-06-18 | Harry DentAuthor & forecaster, HS Dent | Bearish | Wealthion | China is the only large emerging country already in demographic decline — it will lose 40% of its population… |
| 2025-06-05 | Peter ZeihanPrincipal, Zeihan on Geopolitics | Bearish | Prof G Pod (Galloway) | China is the most trade-dependent nation in history (75-80% imported energy, 80% food inputs) and faces the… |
| 2025-04-30 | Mark MobiusEM investor — ex-Franklin Templeton | Bearish | TorontoWealthGroup | The US is systematically targeting China in trade negotiations, other countries are being incentivized to… |
| 2025-04-09 | Marko PapicGeopolitical macro strategist | Bullish | Wealthion | China's outperformance from Jan–Apr 2025 — which Papic calls 'the truth' signal for the next five years —… |
| 2025-04-05 | Kyle BassFounder/CIO, Hayman Capital | Bearish | TorontoWealthGroup | China's banking system is 3.5× GDP, its economy was already in a two-year collapse, a yuan devaluation would… |
| 2025-03-26 | Le ShrubCIO, family office (Monaco) | Bullish | Forward Guidance | DeepSeek demonstrated China can replicate US AI capabilities at a fraction of the cost, signaling a Chinese… |
| 2025-03-14 | Barry RitholtzCo-Founder & CIO, Ritholtz Wealth Management | Bearish | Masters in Business | Foreign investors are structurally second-class citizens in Chinese markets, and Chinese equities delivered… |
| 2025-03-11 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | Bloomberg Surveillance | China is undertaking fiscal expansion, giving any country more exposed to China than the US an escape from US… |
| 2025-03-05 | Jeff DegraafFounder & Chairman, Renaissance Macro Research | Bullish | Forward Guidance | China shows the full three-factor contrarian setup: apoplectic sentiment a year ago, market cap to GDP well… |
| 2025-02-18 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Chinese stocks are in a sustained uptrend driven by the DeepSeek catalyst, government outreach to… |
| 2025-02-14 | Marc FaberEditor, Gloom Boom & Doom Report | Bullish | Wealthion | US has outperformed emerging/Asian markets for 10+ years and Chinese stocks sit near multi-year lows while US… |
| 2025-02-05 | Jim ChanosShort seller — Chanos & Co (family office) | Bearish | Bloomberg Podcasts | China's investment-driven growth model is losing momentum, its banking system remains bloated, residential… |
| 2025-01-24 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | Wealthion | Despite appearing fundamentally cheap, Chinese equities carry a high risk of becoming investment-stranded… |
| 2025-01-17 | Jc ParetsFounder & Chief Market Strategist, All Star Charts | Bullish | The Compound | Chinese equities just recorded their biggest momentum thrust on record (best week, day, and two-day period… |
| 2025-01-09 | Mohamed El-ErianChief economic adviser, Allianz | Bearish | Walker & Dunlop | China is paralyzed between revving an exhausted old-growth engine and rebuilding it, unable to course-correct… |
| 2025-01-08 | Kyle BassFounder/CIO, Hayman Capital | Bearish | American Thought Leaders - The Epoch Times | China's banking system is insolvent due to 40% of assets lent to a collapsing real estate market, structural… |
| 2024-12-21 | Danny DayanCIO, DWD Partners | Bullish | Forward Guidance | Politburo issued its first loose-policy commitment since 2008, and China will be forced to stimulate in… |
| 2024-10-25 | Jim RogersChairman, Rogers Holdings | Bullish | Wealthion | China anchors Asia's secular 21st-century growth story driven by a large, disciplined, savings-oriented… |
| 2024-10-18 | Michael NicoletosFounder & CEO, DeFi Advisors | Bearish | Wealthion | A $10T wealth destruction in real estate and equities, a $60T banking system with provisioned bad debt below… |
| 2024-10-10 | Ram AhluwaliaCEO, Lumida Wealth | Bearish | Wealthion | China had a legitimate capitulation and washout making it a structural bull market, but the subsequent 30%… |
| 2024-10-09 | Michael GayedPublisher, The Lead-Lag Report | Bullish | Wealthion | Fifteen years of underperformance and chronic underallocation among financial advisors have left China and EM… |
| 2024-10-08 | Chris VermeulenFounder & Chief Investment Strategist, The Technical Traders | Bearish | Wealthion | The stimulus-driven 20% spike is running directly into a major 15-year monthly resistance ceiling (the… |
| 2024-10-04 | Dan Greenhaus | Bullish | The Compound | Chinese government stimulus — rate cuts, housing down-payment relief, and a potential state-sponsored… |
| 2024-10-01 | Larry FinkChairman/CEO, BlackRock | Bearish | Bloomberg Television | Structural multi-year supply chain diversification away from China is secular and ongoing regardless of… |
| 2024-09-27 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | The Compound | China's central bank stimulus is a 'Draghi whatever-it-takes' moment for stocks trading at 9-10x earnings… |
| 2024-09-20 | Paige Henderson | Bullish | Bloomberg Surveillance | China weakness has caused indiscriminate selling in luxury goods companies with high China exposure despite… |
| 2024-09-14 | Mark MobiusEM investor — ex-Franklin Templeton | Bearish | interview | Government intervention under the current leadership has destroyed the free enterprise environment, reducing… |
| 2024-09-13 | Peter ThielManaging Partner, Founders Fund | Bearish | All-In Podcast | Competing domestically inside China is virtually impossible for outside investors, and US-China decoupling… |
| 2024-09-11 | Lacy HuntChief economist, Hoisington Investment | Bearish | Oxbow Advisors | China is experiencing a debt-induced deflationary spiral due to extreme leverage and law of diminishing… |
| 2024-09-06 | Brent JohnsonCEO, Santiago Capital | Bearish | Wealthion | China's real estate collapse and the failure of successive monetary loosening rounds leave its economy in… |
| 2024-09-04 | Eric WallersteinChief Macro Strategist, Clocktower Group | Bearish | Forward Guidance | China's M1 money supply is collapsing, no stimulus is coming because the country is over-indebted with no… |
| 2024-08-29 | Angus ShillingtonPortfolio Manager, Emerging Markets, VanEck | Neutral | Forward Guidance | China's ~13.5x P/E is not a value signal but rather fair compensation for elevated regulatory… |
| 2024-05-07 | Kyle BassFounder/CIO, Hayman Capital | Bearish | Bloomberg Television | The Chinese Communist Party's geopolitical belligerence aligned with Russia, Iran, and North Korea creates a… |
| 2024-02-29 | Kyle BassFounder/CIO, Hayman Capital | Bearish | The Investor’s Podcast | Investing in communist-run markets structurally destroys capital—China's GDP rose 500% over 15 years yet the… |
| 2023-12-23 | Patrick BoyleFinance professor; ex-hedge fund manager | Bearish | interview | China faces deflation, record consumer defaults, malinvestment in real estate and infrastructure, declining… |
| 2023-10-24 | Noel Quinn | Bullish | interview | Near-term pressures from government policy corrections are transitory; medium-term growth opportunities in… |
| 2023-09-18 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bearish | Bloomberg Television | China is slowing down sharply, making it part of a globally deteriorating equity backdrop worse than the US |
| 2023-07-18 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | Greenwich Economic Forum | Rising Chinese middle-income consumers are spending more on personal care and beautification, creating… |
| 2023-07-11 | Kyle BassFounder/CIO, Hayman Capital | Bearish | The Julia La Roche Show | China's cascading legal changes — 2020 nationalization-under-war clause, 2021 counter-sanctions law allowing… |
| 2023-06-07 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bearish | Bloomberg Live | Xi Jinping's suppression of private entrepreneurship and monopolistic governance has structurally undermined… |
| 2023-03-19 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bearish | The Heavy Wallet | Escalating US-China cold war over Taiwan makes China uninvestable as an escalation toward hot conflict would… |
| 2023-03-14 | Marko PapicGeopolitical macro strategist | Bearish | The Montgomery Summit | China is at the end of its debt super-cycle and faces a decade of deleveraging combined with demographic… |
| 2023-03-10 | Marko PapicGeopolitical macro strategist | Bullish | WTFinance Snippets | Geopolitical moral mandates are forcing large capital pools out of Chinese assets, creating a sin premium… |
| 2023-01-30 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | Provincial government officials are explicitly graded and incentivized within the Communist Party on how fast… |
| 2022-12-02 | Russell NapierMarket strategist & financial historian | Bearish | World Knowledge Forum | China's private sector debt service ratio is near 20% — the threshold historically associated with financial… |
| 2022-09-01 | Kyle BassFounder/CIO, Hayman Capital | Bearish | The Julia La Roche Show | Companies deriving substantial revenue from China face binary risk of near-total loss in a Taiwan conflict… |
| 2022-03-01 | Mark MobiusEM investor — ex-Franklin Templeton | Neutral | CNBC International Live | Asian markets are largely insulated from the Russia-Ukraine conflict and offer diversification away from… |
| 2021-10-27 | Chris DavisChairman, Davis Advisors | Bullish | Tidal Financial Group | China has a 40-year record of growing as a percentage of world GDP and became the largest consumer economy in… |
| 2021-06-29 | David RosenbergEconomist — Rosenberg Research | Bullish | Real Vision Presents | China exited the pandemic earliest, avoided blowing out fiscal/monetary stimulus, is deleveraging (a… |
| 2021-04-10 | Li LuFounder & Chairman, Himalaya Capital Management | Bullish | CBS Greater China Society | China's security market remains structurally underdeveloped relative to its real economy, with immature… |
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The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where FXI’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-15 | ||||||
| 2026-09-10 | ||||||
| 2026-08-28 | ||||||
| 2026-08-19 | ||||||
| 2026-08-17 | ||||||
| 2026-08-13 | ||||||
| 2026-07-16 | ||||||
| 2026-06-25 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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