KraneShares CSI China Internet ETF leads gains, VanEck Rare Earth/Strategic Metals ETF lags

The KraneShares CSI China Internet ETF is outperforming other ETFs, up 2.2% on Tuesday. Weibo shares are up 6.2%, and Tencent Music Entertainment Group shares are up 3%. The VanEck Rare Earth/Strategic Metals ETF is underperforming, down 3.5%. Albemarle and Sociedad Quimica Y Minera shares are down 11.6% and 7.4%, respectively.

The KraneShares CSI China Internet ETF (KWEB) has shown robust performance, rising by 2.2% on Tuesday, September 9, 2025. This outperformance is notable, especially when compared to other ETFs and individual stocks. Weibo shares (WEIB) have also seen a significant increase, up by 6.2%, while Tencent Music Entertainment Group (TME) shares have climbed by 3%. In contrast, the VanEck Rare Earth/Strategic Metals ETF (VAN) has underperformed, declining by 3.5%. Albemarle (ALB) and Sociedad Quimica Y Minera (SCM) shares have also experienced losses, down by 11.6% and 7.4%, respectively.

Tencent Music Entertainment Group has been a standout performer in recent years, with its share price rising by 426% over the past three years and a 39% increase in the last quarter. The company's earnings per share (EPS) have grown at a compound annual rate of 57%, although this growth has been slightly slower than the share price increase, indicating that the market is more optimistic about the company's prospects. The total shareholder return (TSR) over the last three years has been 437%, largely driven by dividend payments, which have contributed to a 140% return in the past twelve months. This performance is a testament to the company's strong fundamentals and investor confidence Tencent Music Entertainment Group's (NYSE:TME) three-year total shareholder returns outpace the underlying earnings growth^[1].

On the other hand, the VanEck Rare Earth/Strategic Metals ETF has struggled, with a 3.5% decline on Tuesday. This underperformance may be due to various factors, including market sentiment towards rare earth metals and strategic metals, as well as broader economic conditions. Albemarle and Sociedad Quimica Y Minera have also experienced significant losses, which could be attributed to sector-specific challenges or broader market conditions.

Investors should closely monitor these trends and consider the broader market context when evaluating these stocks and ETFs. The performance of individual stocks and ETFs can be influenced by a variety of factors, and a holistic approach that considers both fundamental and technical analysis is essential for making informed investment decisions.

References:
Tencent Music Entertainment Group's (NYSE:TME) three-year total shareholder returns outpace the underlying earnings growth^[1] https://finance.yahoo.com/news/tencent-music-entertainment-groups-nyse-110021533.html