Key Takeaways of COP27
We discuss key takeaways from COP27 and potential investment implications that may arise from major outcomes of the conference. By Holly So
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We discuss key takeaways from COP27 and potential investment implications that may arise from major outcomes of the conference. By Holly So
New Covid and property measures confirm China’s renewed focus on economic recovery, signalling green shoots for China’s market over the coming years. By Daniel Zhou & Phil Lee
China’s biotech industry has undergone a downward trajectory over the last 18 months, with external news over Q3 2022 adding to the general risk-off sentiment. Chinese biotech stocks dipped on… By Saniel Chandrawat
Head of Asia Pacific Research, Phil Lee, shares his review of the China Innovator ETF for Q3 2022. By Phil Lee
China’s cloud & software sector slowed in Q3 2022 but Investment Analyst, Celia Qiu, explores the longer-term structural trends. By Celia Qiu
Virtual reality companies are launching exciting hardware upgrades while expanding their content ecosystems. Investment analysts Edward Chan and Celia Qiu explore these industry updates in Q3 2022. By Edward Chan & Celia Qiu
Chinese EV & Battery names corrected in Q3 22, but our investment analysts explain why the investment thesis remains intact. By Bingyao Chen, Marcus Chu, Phil Lee
The National Congress sets the tone for China’s long-term vision. We explore the potential implications on China’s policy direction. By Global X Team
Asian memory makers continue to focus on manufacturing technology migration despite recent industry downturns. Investment Analyst, Edward Chan, explores these industry updates in Q3 2022. By Edward Chan
We discuss our views on the solar supply chain and why we think perceptions of this industry have disproportionately deviated on the topic of forced labor allegations. By Holly So, Bingyao Chen, Phil Lee
Investment Analysts, Sol Ahn and Marcus Chu explore the performance of Chinese e-commerce and logistics in H1 2022. By Sol Ahn and Marcus Chu
Senior Investment Analysts, Sol Ahn, provides a review of China’s consumption recovery in H1 2022. By Sol Ahn
Investment Analyst, Marcus Chu, and Head of Asia Pacific Research, Phil S. Lee, discuss the potential implications on China’s EV and battery supply chain amidst the US IRA. By Marcus Chu & Phil S. Lee
ESG Specialist, Holly So, provides a deep dive on green bonds, what they are, and their potential advantages. By Holly So
Head of Asia Pacific Research, Phil Lee, shares his review of the China Innovator ETF. By Phil Lee
Head of Asia Pacific Research, Phil Lee, shares his review of the Asia Innovator ETF for Q2 2022. By Phil Lee
Investment analysts Bingyao Chen and Marcus Chu provide a review of the global electric vehicle and battery market in H1 2022. By Bingyao Chen, Marcus Chu
Investment Analysts, Bingyao Chen, Marcus Chu, and Saniel Chandrawat, share their review of China’s clean energy sector in H1 2022. By Bingyao Chen, Marcus Chu, Saniel Chandrawat
Investment Analyst Rohan Reddy shares key themes and solutions to pay close attention to in the income investing markets. By Global X Team
Investment Analyst, Celia Qiu, reviews the China game and entertainment industry in H1 2022 and explores how the short-Form video continues. By Celia Qiu
Investment Analyst, Marcus Chu, shares his views on the rise of AI in the manufacturing sector. By Marcus Chu
Investment Analyst, Edward Chan, reviews the Asian semiconductor industry in H1 2022 and explores how the rise of autonomous driving vehicles is shaping the market. By Edward Chan
China’s Robotics & AI industry was impacted by recent lockdowns. Investment Analyst, Marcus Chu, reviews the industry in H1 2022. By Marcus Chu
Our investment analysts review China’s clean energy sector and share the outlook for solar and wind markets in 2022. By Marcus Chu, Bingyao Chen and Saniel Chandrawat
Investment Analyst, Celia Qiu, explores the rapidly evolving world of Metaverse platforms and NFTs. By Celia Qiu
Head of Asia Pacific Research, Phil Lee, shares his review of China. By Phil Lee
Head of Asia Pacific Research, Phil Lee, shares his review of Asia. By Phil Lee
Frequently asked questions about the Global X Metaverse Theme Active ETF By Edward Chan and Celia Qiu
Explore the investment opportunities arising from the key pillars of the metaverse. By Edward Chan, and Celia Qiu
ETF Investment Strategist Victor Cheung makes the case for a passive approach to ESG investing. By Victor Cheung
Investment Analyst Marcus Chu shares his insights on investing in the global electric vehicle and battery industry. By Marcus Chu
Investment Analyst Marcus Chu provides an update on the key components of the electric vehicles market. By Marcus Chu
Investment Analyst Bingyao Chen provides a review and outlook of the China EV and battery industry. By Bingyao Chen, PhD
Head of Asia Pacific Research Phil Lee shares his outlook for China. By Phil S. LEE
Sustainable investing is an investment approach that seeks competitive returns and positive impact for people and the planet. By Global X Team
The metaverse is the next evolution of the internet, one that users are immersed and virtually present in. By Global X Team
Investment Analysts Sol Ahn and Marcus Chu provide a review and outlook of China’s e-commerce and logistics sectors. By Sol Ahn & Marcus Chu
Consumption has become a key driver of growth for China. Senior Investment Analyst Sol Ahn reviews the sector in 2021. By Sol Ahn, CFA
Head of Asia Pacific Research’s Phil Lee shares his outlook for Asia. By Phil S. Lee
Investment Analyst Marcus Chu provides a review and outlook of China's robotics & AI sectors. By Marcus Chu
Lithium is the new oil, says Investment Analyst Bingyao Chen. She explains why a growing reliance on EVs is set to impact lithium supplies. By Bingyao Chen, PhD
Wind-generated electricity has reached grid parity. Investment Analyst Marcus Chu shares why he’s excited about this development. By Marcus Chu
In this article, our analyst Marcus Chu provides an overview of China’s logistics sector, focusing on e-commerce related logistic players. By Marcus Chu
Not too long ago, electric vehicles (EVs) seemed like a distant dream. As rising EV demand takes hold, how will this affect lithium supplies By Pedro Palandrani
The EV supply chain has reached an inflection point. What's the sector impact as governments race to make EV batteries more affordable? By Pedro Palandrani
The financial services industry is transitioning. A look behind FinTech's expansion beyond traditional financial services. By Jay Jacobs, CFA
Within the FinTech industry, it may be a curious case where emerging markets lead their developed-market peers. Here's why. By Global X Team
Global X Autonomous and Electric Vehicles ETF enables investors to access high growth potential through companies. By Jay Jacobs, Morgane Delledonne and Global X Team
Global X FinTech ETF enables investors to access high growth potential through companies that are applying technological innovations. By Pedro Palandrani, Morgane Delledonne and Global X Team
After decades of globalization, Investment Analyst Edward Chan explains the case for re-shoring global supply chains. By Edward Chan
Despite investor concerns amid a deepening energy crisis, some positive developments have emerged in China, according to Phil S. Lee. By Phil S. Lee
In this article, we would like to take a deep look at separator materials which are also an important part of EV batteries By Bingyao Chen, PhD
What could the metaverse, the internet’s successor, hold in store? Edward Chan weighs in on the underlying technology that could enable this new By Edward Chan
As the 2020 Tokyo Olympics drew to a close, China announced a five-year plan to pump trillions into the sports industry. By Sol Ahn, CFA
Autonomous driving tech continues to grow at an unprecedented pace. Investment analyst Celia Qiu weighs in on the opportunities. By Celia Qiu
Implications of the Evergrande crisis, and why credit contagion fears are unlikely to come to a head. By Bingyao Chen, Daniel Zhou and Marcus Chu
Government policies and stimulus packages have been the key driver to push battery electric vehicles (BEV) adoption in the last decade. By Bingyao Chen, PhD
China has reached a significant turning point in its regulatory journey. Daniel Zhou, senior investment analyst, explains why. By Daniel Zhou
As China continues to evolve into a digital economy with fast adoption of new technologies such as 5G, cloud computing and the growing number of n By Celia Qiu
China has long been planning its own “robotics revolution”, as young Chinese firms rise as worthy competitors on the international stage. By Marcus Chu
Innovative companies stood out over the second quarter, despite the Chinese government’s latest industry-targeted crackdown. By Phil S. Lee
China’s consumption continued to show a recovery trend in 1H21 though consumer services still have not fully recovered to pre-pandemic levels. We By Sol Ahn, CFA
Duty-free retail industry is at a sweet spot riding on rising demand of tourism in China, as well as that of luxury goods and cosmetics. By Sol Ahn, CFA
Asia’s presence in the global semiconductor industry cannot be ignored – the region accounts for 60% of global semiconductor sales. By Edward Chan
Industry clusters are proving crucial to the development of large, one-stop semiconductor hubs quietly cropping up across Asia. By combining a net By Edward Chan
Chinese equity markets experienced a meaningful decline in early July, triggered by a Government ban of a recent market acquisition made by Didi ( By Phil S. Lee
Electric vehicle (EV) has become one of the most promising industries in the past decade, together with EV battery and related materials. A deep dive into the value chain will… By Bingyao Chen, PhD
Power semiconductors are becoming increasingly important, as the rise of electric vehicle (EV) and automation is expected to create strong demand By Edward Chan
In this article, we will provide an overview of the auto semiconductor industry and explore the opportunity arising from the electric vehicle (EV) and automation trends. Auto semiconductor is estimated… By Edward Chan
ERP (Enterprise Resource Planning) is primarily a back-office software that helps manage business operations. For most organizations, ERP is the core system of record, particularly for the financial and operational… By Celia Qiu
The autonomous driving industry has been exploring different combinations of sensors to support the development of full self-driving system. In this article we will examine and compare different approaches to… By Edward Chan
Online grocery has been a rising star within e-commerce industry in the past year. Read to learn more. By Sol Ahn, CFA
In recent years, more and more Chinese companies have emerged as global leaders in manufacturing sector. In this article we will explore the key reasons behind this trend. Talent and… By Edward Chan
As internet infrastructure continues to advance, China’s livestreaming industry has been developing at an unprecedent speed. Livestreaming is now fully embraced by many internet verticals including online gaming and e-commerce.… By Celia Qiu
Who is leading in immunotherapy in China ? In the previous report we discussed basics about immunotherapy, including immune-checkpoint inhibitors – PD1 (programmed cell death protein 1) and PDL1. (programmed… By Saniel Chandrawat
Since 2020, China witnessed a significantly accelerating pace of business digitalization due to Covid-19, leading to a rise in adoption of cloud. With government’s support in new infrastructure development (7… By Celia Qiu
As global internet and cloud computing infrastructure continues to improve, cloud gaming (or Gaming-as-a-Service) has emerged to become a new online gaming format. Traditionally, games run locally on a user’s… By Celia Qiu
Telemedicine and Digital Health can expand access to health care by making it more geographically and financially accessible. By Mirae Asset Global Investment
Solar installation in major countries recorded a high single-digit growth by the end of September By Bingyao Chen, PhD
Immunotherapy is a type of oncology treatment that helps the immune system fight cancer. The immune system helps the body fight infections and other diseases. Immunotherapy is a type of… By Saniel Chandrawat
As the name suggestions, lithium is an essential material used in lithium-ion batteries, which play an increasingly important role. By Global X Team
Learn the light-emitting diode (LED) industry and its competitive landscape. By Mirae Asset Asia Pacific Research
Learn the light-emitting diode (LED) industry and its competitive landscape. By Edward Chan
Electric vehicles (EVs) have been garnering increasing interest among global investors especially given the meteoric rise of Tesla. By Mirae Asset Asia Pacific Research
This article will discuss a key trend emerging in China’s online entertainment vertical, which is the increasing popularity of short-form videos. By Celia Qiu
We believe innovation is the key growth driver for the industry as new technologies such as quantum dot. By Edward Chan
This article will provide a brief introduction of the original equipment manufacturer and discuss the current competitive landscape. History of hardware OEM Original Equipment Manufacturer (OEM) in the context of… By Edward Chan
The Pharmaceutical R&D Process The process involves the discovery of drug candidates and the subsequent testing of drug candidates to demonstrate their safety and efficacy in order to obtain regulatory… By Saniel Chandrawat
As a result of COVID-19, the restaurant industry has been heavily impacted and has become a key laggard in terms of recovery pace; mainly due to social distancing measures. In… By Sol Ahn, CFA
In this article, we will explore the latest development in camera technology, as well as key players in the industry. Significance of Camera Technology Cameras are the eyes of computers.… By Edward Chan
In our ‘Introduction to vaccine’ piece we discussed different types of vaccines. In this note, we will focus on China’s vaccine market dynamics. Sizing the Opportunity China’s vaccine market grew… By Saniel Chandrawat
In this article, we will examine the advantages & weaknesses of the autonomous vehicle industry in China. We will also look at the strategy and progress of leading Chinese solution… By Edward Chan
China is the world’s leader in wind power generation, with the largest installed capacity of any nation and continued rapid growth in new wind facilities. With its large landmass and… By Mirae Asset Asia Pacific Research
The US sanction on Huawei has revealed the rapid development of China’s semiconductor chip design business. We will discuss the latest status of China’s semiconductor chip industry in a series… By Edward Chan
The Evolution of China’s Solar Cell and Module Industry The manufacturing of solar cells is an intricate and fine business where the evolution of its equipment with technological improvement has… By Bingyao Chen, PhD
We published an introduction piece on the e-commerce industry called ‘The spending tap – A look at China’s booming e-commerce sector’ earlier this year, where we focused on Alibaba, which… By Sol Ahn, CFA
What happened? Intel said in its 2Q20 results presentation the 7nm node launch date was further delayed by another six months from the originally planned launch at the end of… By Edward Chan
China is absolutely the leader in solar glass and Ethylene Vinyl Acetate (EVA) film manufacturing. The top five Chinese solar glass producers took up a total market share of 68.5%… By Bingyao Chen, PhD
Autonomous driving is one of the most exciting fields in the next decade. Breakthrough in Artificial Intelligence (AI), build-out of 5G network and advancement in semiconductor technology are leading us… By Edward Chan
Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and thus a key driver of China’s AI industry. Advancement in computing power both at… By Edward Chan
Since the invention of laser over 50 years ago, the technology has revolutionized to a broad range of applications and products across industries. The laser industry now has a complete… By Mirae Asset Asia Pacific Research
The cosmetic industry is consistently trying to adapt products against dynamic and fiercely competitive environments in the hope of capturing that extra edge in market share, similar to that of… By Yifan Miao
In the Right Place at the Right Time Chip1 design (fabless) business is relatively easy to localize, thanks to the mature ecosystem support around the fabless, which has evolved over… By Edward Chan
In our previous series ‘Vaccines: Past, Present, and Future,’ we discussed the overview and types of vaccines. In this edition, we explore different types of vaccines for COVID-19, the manufacturing… By Saniel Chandrawat
The Oldest Biotech Drug in the World Vaccines are probably the oldest biological drug in the world. In 1796 a British physician used matter from cowpox pustules to inoculate patients… By Saniel Chandrawat
China’s semiconductor market is the largest in the world. In 2018, China imported US$312.06 billion worth of integrated circuit (I.C.) products, representing 34% of global semiconductor consumption. However, domestic Chinese… By Edward Chan
The renewable energy across the globe enters into a new phase of growth by customer demand, competitive cost, and innovation, being the primary growth driver for the solar-grade wafer market… By Bingyao Chen, PhD
Tesla has made meaningful progress by achieving the milestone of being the world’s largest automaker. By Mirae Asset Asia Pacific Research
It was astonishing to see the world’s lowest tariff for a solar power plant in the Al Dhafra Region of the UAE recently. Abu Dhabi Power Corporation says it has… By Bingyao Chen, PhD
“Guo” stands for country, and “Chao” stands for Chao Liu, which in mandarin means fashionable. Guochao has become a top buzzword ever since China’s domestic sportswear brand Li-Ning’s debut at… By Mirae Asset Asia Pacific Research
Solar-grade polysilicon mass-production started in the early 2000s when the German government ramped up the promotion of clean energy. Wacker Chemie AG, a German company that was a producer of… By Bingyao Chen, PhD
Online education will be the key growth driver in the After-school Tutoring (AST) industry in China, and we believe the COVID-19 pandemic could be a trigger point for the growth… By Sol Ahn, CFA
The pandemic has accelerated trends and generated new investment opportunities. Telemedicine is a paradigm. Telemedicine is the use of modern telecommunications technology that enables a patient to reach medical consultation… By Saniel Chandrawat
The COVID-19 outbreak at the beginning of this year was unexpected, yet the opportunity it has brought to the cloud computing industry is also unprecedented. The pandemic has battered many… By Mirae Asset Asia Pacific Research
The investment opportunities of the data centre markets in China continue to astonish many of us. In this paper, we study the fundamentals of data centers, providing a deep dive… By Mirae Asset Asia Pacific Research
The UK government recently announced a plan to bring forward a complete ban on UK sales of petrol and diesel engine vehicles to 2035 from 2040. The decision was made… By Mirae Asset Asia Pacific Research
Climate change is reshaping the energy industry The green electricity market is expanding The transport industry is ‘decarbonizing’ Conservation is vital to solving the climate puzzle Hydrogen and biofuels will… By Mirae Asset Asia Pacific Research
Implication of import quotas on the agricultural industry, from the China-US trade deal The Agreement So Far Agriculture lies at the very heart of the Phase One Economic and Trade… By Mirae Asset Asia Pacific Research
China Clean Energy ETF: Guangdong province’s aggressive plan to shut down coal power plants Guangdong province issued the draft guidelines of the 2018-2020 Three-year Action Plan for Wining the Blue-Sky… By Mirae Asset Asia Pacific Research
In recent years, there has been a global shift towards an eco-friendly lifestyle. Wind energy has been gaining popularity and competitiveness. At the end of 2018, China’s total power capacity… By Mirae Asset Asia Pacific Research
The robust growth of the sportswear industry is not just a Chinese consumer trend but also a global phenomenon. With rising health awareness, more people are participating in sporting activities… By Mirae Asset Asia Pacific Research
According to the Ministry of Industrial and Information Technology (MIIT), the cloud market in China is expected to grow at a Compound Annual Growth Rate (CAGR) of +32% for 2018-2022E,… By Mirae Asset Asia Pacific Research
What the Chinese Government did to enhance the competitiveness of its biotech industry In this piece, we discuss key government initiatives over the last decade to support the budding Biotechnology… By Mirae Asset Asia Pacific Research
Key Takeaways Analysts believe that total cost parity may have been reached Battery reliability is a vital issue for consumers Battery cost is also crucial Technological advances are improving efficiency… By Mirae Asset Asia Pacific Research
Why the demand for education in China remains strong Rapid economic growth is underpinning a desire for better education Parents are willing to invest heavily in their children’s future The… By Mirae Asset Asia Pacific Research
Biotechnology is the use of biological materials, such as proteins, antibodies, genes, and cells, to develop new drugs and treatments. It is not a new concept. Humans have been harnessing… By Mirae Asset Asia Pacific Research
Not too long ago many described IT as a back-office function. Yet in today’s hypercompetitive markets, effectively leveraging technology is critic By Mirae Asset Asia Pacific Research
Cloud Computing Age The term “cloud computing” describes the storing and accessing of data and software using remote servers, and it’s one of the fastest-growing sectors of the IT industry.… By Mirae Asset Asia Pacific Research
Biotechnology is the science and business of using biological materials, such as proteins, antibodies, genes, and cells, to develop new drugs and treatments. Humans have been harnessing the power of… By Mirae Asset Asia Pacific Research
The video is available in Chinese language only.
The video is available in Chinese language only.
The video is available in Chinese language only.
In a single trade, access 50 of the highest dividend yielding securities listed in Hong Kong.
The Global X China Electric Vehicle and Battery ETF is the first electric vehicle and battery themed ETF listed in Hong Kong. Global X China Electric Vehicle and Battery ETF enables ...
Asia has a strong presence in the semiconductor industry globally.
Cosmetic is a unique category with discretionary or luxury element as many women are willing to pay a premium for a ‘Chanel lipstick’ for instance
Global X Asia Semiconductor ETF enables investors to access high growth potential through companies involved in the development and production of semiconductors in Asia.
Global X China Games & Entertainment ETF enables investors to access high growth potential through companies positioned to benefit from rising demand for games and entertainment in China.
Global X China E-commerce & Logistics ETF enables investors to access high growth potential through companies at the leading edge of e-commerce and logistics in China.
Global X Thematic ETFs look beyond traditional geographic or sector exposures, targeting companies poised to benefit from structural shifts.
Short-form video (SFV) apps, which allow users to create videos in 15 seconds to several minutes, started to gain traction emerged as a new online
Chinese EV battery equipment makers are the key beneficiary as a result.
Currently, IaaS is the major constituent of China’s public cloud market, as it is usually the first layer for customers’ cloud deployment.
We evaluate leading immunotherapy product PD-1, the market potential for oncology in China, and assess competitive intensity.
In the past few years, China has been leading the way in mobile game development.
By segments, mobile games produced US$65.8bn, followed by console and PC gaming.
We think computer vision technologies will be applied in more areas such as healthcare, autonomous driving, and smart retail, etc.
The Global X China Innovator Active ETF aims to identify the most compelling disruptive themes that are transforming China.
China’s manufacturers are firmly embedded in global supply chains and the dependence of the world economy on Chinese goods has never been stronger
Global X China Clean Energy ETF enables investors to access high growth potential through companies critical to further advances...
Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and a key driver of China’s AI industry.(Source: CICC 2019) Advancement in computing power both ...
Industry overview To discover investment opportunities around autonomous driving, we must first understand the basic architecture and key players in each segment. A complete system requires intelligence at three ...
Q1. What is the emerging consumer trend in China? The rise of homegrown Chinese brand seems to be one of the strongest trends in China. “Guochao” has become a ...
Q: What is a foundry? A: In the Semiconductor industry, a semiconductor fabrication plant is commonly called a fab or a foundry. It is basically a factory where integrated ...
Q1: What are biologic drugs? Biological drugs refer to products derived from living organisms or parts of living organisms, such as proteins, vaccines, blood components, and genes. A biologic ...
Q1: What was happening in solar upstream in the last decade? Solar upstream consists of solar-grade polysilicon and wafer. Mass-production of solar-grade polysilicon started in early 2000s when ...
Q1: Why does China want to develop its own semiconductor industry? China is the largest purchaser of semiconductor globally but has small presence in the supply side. China ...
Q1: When will solar grid parity be achieved? It was very astonishing to see the world’s lowest tariff for a solar power plant in the United Arab Emirates ...
Q1: Why do you believe the COVID-19 pandemic could be a trigger point for online education growth? Schools in China had been closed for a few months since ...
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