Ford's CEO announcement suggests that the company is looking to expand its global presence and tap into the growing demand for affordable commercial vehicles. This move could potentially increase Ford's market share and revenues, positively impacting its stock price in the short term.

If Ford chooses China as an export hub for its low-cost commercial vehicles, it could boost the Chinese economy by increasing exports and creating jobs. This positive impact on the economy could benefit the iShares China Large-Cap ETF (FXI), which tracks the performance of large-cap Chinese stocks.