Monthly Commentary on Key Themes – Oct 2023
[2837] Global X Hang Seng Tech ETF Hang Seng Tech Index recorded a 6.2% loss in September, with oil prices surging and US Treasury yields reaching a historical high. The… By Global X Research
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[2837] Global X Hang Seng Tech ETF Hang Seng Tech Index recorded a 6.2% loss in September, with oil prices surging and US Treasury yields reaching a historical high. The… By Global X Research
[2845/9845] Global X China EV & Battery ETF Battery production to grow in July: According to the China Automotive Battery Innovation Alliance (CABIA), China’s power battery installation reached 32.2GWh in… By Global X Research
[2845/9845] Global X China EV & Battery ETF According to the China Passenger Car Association (CPCA) data, the July China passenger car vehicle wholesale volume was 2.10mn units (-4.3% MoM/… By Global X Research
[2845/9845] Global X China EV & Battery ETF Battery production to grow in June: China’s power battery installation reached 28.2GWh in May 2023, up 12.3% MoM and 52.1% YoY. In… By Global X Research
[2826/9826] Global X China Cloud Computing ETF According to the Ministry of Industry and Information Technology, China’s software and IT service revenues were up 10.9% year-on-year (YoY) in April 2023,… By Global X Research
China hosted its annual parliamentary meeting between the 5th to 13th of March 2023, revealing the country’s strategic policies in relation to its economy, trade, diplomacy, environment, and more. In… By Global X Team
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, 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
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
Wind-generated electricity has reached grid parity. Investment Analyst Marcus Chu shares why he’s excited about this development. By Marcus Chu
Solar installation in major countries recorded a high single-digit growth by the end of September By Bingyao Chen, PhD
Learn the light-emitting diode (LED) industry and its competitive landscape. By Mirae Asset Asia Pacific Research
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 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
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
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
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
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
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
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
China solar companies have been a key beneficiary given their dominant role in the solar products supply chain. Demand for wind power is also strong with China’s new orders hitting ...
Global X China Clean Energy ETF enables investors to access high growth potential through companies critical to further advances...
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: 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 ...
We are thrilled to announce that the Global X Hang Seng High Dividend Yield ETF (3110 HK) has reached another milestone! As of August 7, 2024, the AUM of 3110… By Global X Team
The National Integrated Circuit Industry Investment Fund is amassing a pool of capital for its third semiconductor vehicle, having raised over $27 billion* thus far. Referred as the Big Fund,… By Global X Team
On March 13, 2024, the China State Council unveiled new guidelines aimed at encouraging the trade-in of consumer goods in the automotive, home appliance, and furnishings sectors. As per the… By Global X Team
Investor sentiment towards Chinese stocks has gradually improved since the beginning of the year, and many investment themes are showing signs of rebound. Recently, China’s February CPI data achieved positive… By Global X Team
Li Auto recently announced its latest 4th quarter earnings, with a remarkable year-on-year profit surge of 136%*, surpassing expectations. Vehicle delivery estimates for the first quarter of this year indicate… By Global X Team
On February 22, Nvidia reported its latest quarterly earnings, surpassing market expectations and once again showcasing its dominance in the emerging AI chip industry. The Global X Innovative Bluechip Top… By Global X Team
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