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
Expect revenue and earnings growth of China internet companies to recover gradually into FY23. Learn more to unlock growth opportunities in China's internet sector after China's reopening. By Celia Qiu
China’s cloud & software sector slowed in Q3 2022 but Investment Analyst, Celia Qiu, explores the longer-term structural trends. By Celia Qiu
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
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
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
Telemedicine and Digital Health can expand access to health care by making it more geographically and financially accessible. By Mirae Asset Global Investment
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
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
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
In this video, Investment Analyst Celia Qiu shares her views on the recent cloud computing market update in China.
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
Currently, IaaS is the major constituent of China’s public cloud market, as it is usually the first layer for customers’ cloud deployment.
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 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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