KraneShares' Ahern: China's 'not all rainbows, unicorns,' but it's no 'apocalypse '

Brendan Ahern, chief investment officer at KraneShares — which manages a number of funds tied to China — says that President Trump's recent trip to China was viewed very differently overseas than it was in America. In China, the trip was viewed very positively for establishing trade boards, improving communications and laying a foundation for future negotiations. Domestically, however, the view of China has been that a tepid consumer is making the economy struggle, and that's before inflation kicks up globally based on oil prices. Ahearn, who also is the author of China Last Night , says China is prepared for oil and gas shortages, but it is looking at domestic consumption stimulus to help rev up consumers to help drive economic growth and improvement. "It's not all rainbows and unicorns over there, economically," he says, "but it's certainly not the apocalypse you would expect either." One statement in Ahern's Big Interview is that "There's no such thing as China-ex investing," meaning it's hard to buy any funds or ETFs where the holdings truly exclude businesses from China, but Todd Rosenbluth, head of research at VettaFi , actually makes the point that in rare-earth metals, investors may want to take steps to avoid exposure to China. He makes the month-old Sprott Rare Earths Ex-China fund his "ETF of the Week," noting that rare-earth metals are a thematic play akin to buying gold miners, and that the new ETF, by avoiding China, follows a very different path than its longer-established competition. Plus, Chantel Bonneau Stewart, We alth Management Advisor at WiseFit Wealth Management and Insurance Solutions at Northwestern Mutual discusses the launch of Northwestern Mutual's Personal Prosperity Index , which in its initial reading found that Americans feel good about the health of their relationships, body, mind and money, but they're not feeling nearly so good about the economy and politics.

You can listen to KraneShares' Ahern: China's 'not all rainbows, unicorns,' but it's no 'apocalypse ' online on Radio and Podcast. Open the player on this page to stream the available audio.

KraneShares' Ahern: China's 'not all rainbows, unicorns,' but it's no 'apocalypse ' is an episode from MoneyLife with Chuck Jaffe Daily Podcast - Full Show by Money Life with Chuck Jaffe.

This episode is 57:47 long.

This episode was published on May 21, 2026.

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