$iShares China Large Cap(FXI.US) When the tide goes out, FXI will be exposed. The policy only targets the CSI 300 ETF in the A-share market, meaning the market will diverge. It will only inject liquidity into the state-owned enterprises in the CSI 300, saving their own children first. Other "wild children" will have to rely on the market to save themselves, returning to fundamentals... This is a major positive for the CSI 300 ETF and the Hong Kong stock state-owned enterprise index, but a major negative for FXI.