Granted, if China's infrastructure buildout slows considerably, resources-rich exporters will contribute less to global growth. And if China's property prices fall far enough, Chinese citizens may be more fearful in committing their savings to real estate purchases. In other words, things could turn grim.

But bubble-popping bad? Forget about it.

In fact, contrarian investors may already be looking at ways to profit from China's eventual reflating of real estate demand. Check out the three-month returns below for stock ETFs that track China indices. That's correct. Guggenheim China Real Estate ( TAO) leads the pack.

China ETFs: 3-Month Returns Favor China Real Estate

Guggenheim China Real Estate is up 15.1%.

Guggenheim China Technology ( CQQQ) is up 11.9%.

Guggenheim Chian Small Cap ( HAO) is up 9.6%.

By contrast, the Vanguard Emerging Market ( VWO) is up just 7.1%, while the SPDR S&P China ( GXC) is up only 5.2%.

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Disclosure Statement: ETF Expert is a website that makes the world of ETFs easier to understand. Gary Gordon, Pacific Park Financial and/or its clients may hold positions in ETFs, mutual funds and investment assets mentioned. The commentary does not constitute individualized investment advice. The opinions offered are not personalized recommendations to buy, sell or hold securities. At times, issuers of exchange-traded products compensate Pacific Park Financial or its subsidiaries for advertising at the ETF Expert website. ETF Expert content is created independently of any advertising relationships. You may review additional ETF Expert at the site.

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